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Automation DocuSign Save As Draft

scottreiter ✭✭✭✭

03/13/23 in Smartsheet Product Feedback & Ideas

It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign could be automatically triggered in a workflow.

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6 votes

Idea Submitted · Last Updated 03/13/23

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Automation DocuSign Save As Draft

Idea Submitted · Last Updated 03/13/23

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