Sign in to submit new ideas and vote
Get Started

Unified DocuSign tracking column

Thank you SmartSheet team, for all your hard work on the DocuSign integration. We're in the process of putting together some automations to take full advantage of this feature.

Meanwhile, I'm trying to avoid creating multiple DocuSign tracking columns every time I generate>create and connect a new document to a different DocuSign envelope.

I know the current work around can be to create a column formula that would roll-up each individually created tracking column into one. I'll have upwards of 20 or so different envelopes, on a sheet that already has 100+ columns and starting to run slow.

I'll explore the option of creating separate sheets and consolidate them into a Report to avoid performance issues, but I pity the person after me, who tries to make sense of it all.

Can we please look at the option of having one tracking column, please?

Hope this helps and that you have a great day,

Jason Albrecht MBA, MBus(AppFin), DipFinMgt

LinkedIn profile - Open to work

14
14 votes

Idea Submitted · Last Updated

Comments