Need to update a field in Document Builder that uses Docusign

Andrew Nidiffer

Hello,

I inherited a sheet that uses document builder and docusign to generate a letter that has to be signed by multiple people. I understand that in the template editor the fields that in blue refer to columns in the generating sheet. However, I need to edit the options for a field that is not in blue, and I cannot figure out where that information would be kept or generated. Here is an image that shows the fields that pull from the sheet, and the field I need updated highlighted in yellow.

Genevieve P.

Hi @Andrew Nidiffer

The fields that aren't mapped directly in Smartsheet (the ones that aren't blue with a column name associated) are fields that were set up in the fillable PDF before it was uploaded to Smartsheet for the mapping.

You'll need access to the original fillable PDF to update it outside of Smartsheet.

Cheers,

Genevieve