DocuSign: Creating a Dynamic File Name
I am using the document generation with DocuSign capability. All but one of my fields are successfully populated in the generation and passed on to file that ends up in DocuSign. However, I am having trouble with carrying over the generated file name from Smartsheet to DocuSign.
DocuSign seems to ignore the file name in Smartsheet and instead uses the file name of the attachment in the DocuSign Template.
For example, in Smartsheet my generated file is called xyz.pdf. In DocuSign the template that it matches to has a file name 123.pdf. The file then in the generated envelop is named 123.pdf. The 123.pdf is then sent out in the signees thru the DocuSign notifications. Yet, when the workflow is complete in Smartsheet it attaches to the row the signed document with the name xyz.pdf. As a result we have a discrepancy in the name that is in Smartsheet ..and the file name that is sent out via the DocuSign notifications.
Also, if I initiate creating an envelop directly in DocuSign with an attachment named xyz.pdf and apply the same template that is used in the integration. DocuSign uses the name of the attachment (as expected) and names it xyz.pdf.
Does the Smartsheet to Docusign integration just not pass the file name from Smartsheet to Docusign? Am I missing a setting on the mapping or the DocuSign template?