DocuSign/Generate a Document with Multiple Mappings on single Sheet
New to DocuSign integration and performing some test messages. Have run into some challenges.
Situation: I have a single Sheet that lists all our active projects. When a PM needs to obtain signoff for a single row there are multiple "forms" they could use depending on the project type, therefore I have created a Smartsheet mapping for each corresponding DocuSign form. Only ONE mapping will be selected by the PM per row when using Generate Documents.
- Does each mapping need it's own "status" tracking column on the sheet? (I find when I try to use the same column name on the subsequent mappings, it tells me it is already in use)
- How do I adjust who's DocuSign account the "Draft" or "Sent" file is in (in testing, my colleague generated the document off a mapping I created, but it was only found in my pending list in my DocuSign account, not Her's.)
- How long does it take the status column to update? (Signature completed over an hour ago, and status still shows "created", no completed attachment)