Change DocuSign Account


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.


  • Genevieve P.
    Genevieve P. Employee Admin

    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?