Change DocuSign Account

Options

Using the generate document feature, can I change the DocuSign account on the mappings without losing the mappings to the fields?

I just need the sheet to use a different DocuSign account and I don't want to have to remap the 50-60 fields. Please tell me this is possible.

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Options

    Hi @Andrea Westrich

    I believe that you may need to re-do the mappings if you're sending it with a different DocuSign account, yes - mappings need to be sent by the account that created them.

    That said, accounts can share templates in DocuSign, and you can use multiple accounts on a sheet. If we think about it as though you're logging the sheet into a specific DocuSign account, the ability to use the same mapping may be determined by if the new DocuSign account has access to the same template. Does that make sense?

    Cheers,

    Genevieve