transfer the DocuSign/Generate Docs. Mapping from project sheet to sheet

Malorie Scaramozi · 02/02/23

Is there a way to transfer the DocuSign/Generate Docs. Mapping from project sheet to sheet? We use a standard sheet as our template for every project. When we prepare for a new project, we select 'file save as' and create a new name; which allows us to transfer forms, automation and sheet summaries but I'm not able to roll over the mapping. Is there a way?

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transfer the DocuSign/Generate Docs. Mapping from project sheet to sheet

Idea Submitted · Last Updated 02/02/23

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