DocuSign

Patricia Gail

What is the process for signing into DocuSign. My account has the enterprise license.

Thank you!

Gail Coleman

Lauren Dominique

I assume you are looking to use the DocuSign integration within Smartsheet’s Document Builder feature.

Follow these steps:

1. Login to www.docusign.com with your company login. Note - this login is perhaps the same credentials as you use for Smartsheet (for instance, my organization uses SSO so it’s the same process for me to sign onto either platform even though they are two separate entities). Also worth noting that just because you have a Smartsheet enterprise account does not mean you have a DocuSign account; your organization will need to have purchased both subscriptions to Smartsheet and DocuSign.
2. Build the template and delivery flow you want to link to Smartsheet in DocuSign.
3. Then, go back to the Smartsheet you want to integrate with DocuSign and use Document Builder to set up a DocuSign mapping. Smartsheet will prompt you to log into your DocuSign account, and then you will see the template you already created in DocuSign available for set up in Smartsheet.

I’ve set up several DocuSign mappings in Smartsheet for my organization, so I hope this is a helpful outline. Please let me know if you have any other questions!

Patricia Gail

Awewome!