Generating a Document

Nicole Forleades

I want to generate a document using DocuSign and I know with the fillable PDF you can use information gathered from form entries for the PDF document. My problem is that I cannot get DocuSign to pull in the email's from the contact lists columns. It is my understanding that this is a possibility but I just cannot get it to work. I have done several searches and tried a few different fixes but still not able to get it to work. Any help would be much appreciated.

Paul Newcome

You would have to have the email addresses listed out in a text/number column.

Nicole Forleades

@Paul Newcome

I have tried that as well and was still having some difficulty. When I go to assign roles the column with the email address does not always appear in the dropdown field.

2023-08-31_9-14-31.pdf

Nicole Forleades

@Paul Newcome

My other question is if the one person is only receiving a Copy would that effect the ability to use this function?

Genevieve P.

Hey @Nicole Forleades

To clarify, Contact list type of columns do not populate under the 'Select email' list since it contains both name and email address. You should just need to select it under the Name column.

However if you're having trouble, then as Paul mentioned, I would try putting the Name in one Text/Number column and the Email in another Text/Number column to easily select both.

Here's more information for you:

https://help.smartsheet.com/articles/2482231-generate-and-send-documents-for-signature-with-docusign#toc-map-docusign-templates-to-your-sheet

Cheers,

Genevieve