Can I Generate a DocuSign document that is ALSO mapped via a template?
Hello - I need to send a form to a number of people. I'd like to have them complete the form, and upon submission, automatically receive a DocuSign requesting their signature. For the DocuSign they receive, I'd like it to include their specific responses. I can set up the mapping, but it appears to only give me the option to "map to a fillable PDF" or "e-Sign." If this is not an option, then does anyone suggest any other options? As of now, I'm able to generate a document with the mapping which auto-attaches to the row in SmartSheet. I'm also able to generate a DocuSign that sends them the PDF, unmapped, requesting their signature. I'm trying to combine the two into 1!
Thanks!
Answers
-
Hey @Chris Lehmann
Yes you can do this! 🙂
You'll need to set up the mapping to a DocuSign template (the e-Sign option) before creating the workflow in Smartsheet to generate a document based on row information.
Here's the documentation: Create and send documents for DocuSign signatures
Let me know if that helped!
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.8K Get Help
- 406 Global Discussions
- 218 Industry Talk
- 457 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 297 Events
- 37 Webinars
- 7.3K Forum Archives