Help with Document Builder Mapping
Hello,
I'm trying to set up a DocuSign template, but get stuck at the part of selecting a template with this error message. Does anyone know what this might mean?
Any guidance would be appreciated!
Thank you!
Answers
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Hi @Hbang
I hope you're well and safe!
What does it say when you click on Learn more?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you for the quick response. I was able to find the issue on this message showing up. Looks like I'm on the right track now.
Have a great week as well!
Haley
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Excellent! Glad you got it working!
Happy to help!
✅Please support the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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How do I resolve this? I only have this many fields on the sheet:
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Hi @WinaHath
That warning is in relation to the number of rows you're creating documents from at a time (versus the number of fields mapped). For example, if you select 4 rows, you can then generate documents using data from all 4 rows at once:
The limit to the number of rows you can select at one time is 100 rows. Does that help?
Cheers,
Genevieve
