Unified DocuSign tracking column

Jason Albrecht

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?

Nick Wilson

This would be a fantastic feature!

Evargas

One tracking column for all documents would be great.

HID_Funari

I agree, a single tracking column would be more useful for my use case than multiple columns for each mapping.

Michelle Choate 2

+1 for this feature!

locallydone

Has this feature been implemented? Currently trying to utilize this and not have a million new columns made to utilize the DocuSign tracking. This would be such a nice easy update - confusing to have to have a new column for every row you generate a DocuSign mapping in….assuming it has not been done yet?

Alexandra Bancroft

Bumping this. We have different envelopes for different types of documents that we track and would be nice to be able to use the same docusign tracking column for everything. I made individual columns for now, but am having trouble getting the link to roll up to a single column. The text "Sent", "Completed", etc is no issue, but the link breaks when using a formula.

If anyone knows how to roll up and keep the link active, that would be great!

Thanks!