DocuSign integration - mapping checkbox

LGraf

Is it possible to map a checkbox through the DocuSign integration?

We have setup a sheet to automatically send and collect W-9 information using the DocuSign integration, including the sync columns feature. However, the Smartsheet does not appear to allow mapping to checkboxes, which are included on the standard W-9 (when you drag and drop Smartsheet columns the checkboxes on the W-9 appear red whereas all other boxes on the W-9 appear as green and can indeed be properly linked).

Genevieve P.

Hey @LGraf

Yes, Document Builder does support mapping to checkbox fields! If you're seeing red boxes instead of green, this may be due to either how the fillable PDF file fields are set up or how the Smartsheet columns are configured.

I would recommend opening a Support ticket, providing them with an example PDF file, your sheet URL, and a screen recording of your sheet set-up and the red fields showing. They'll be able to troubleshoot this with you through a private channel.

Cheers,

Genevieve

Genevieve P.

Hey @LGraf

Yes, Document Builder does support mapping to checkbox fields! If you're seeing red boxes instead of green, this may be due to either how the fillable PDF file fields are set up or how the Smartsheet columns are configured.

I would recommend opening a Support ticket, providing them with an example PDF file, your sheet URL, and a screen recording of your sheet set-up and the red fields showing. They'll be able to troubleshoot this with you through a private channel.

Cheers,

Genevieve

LGraf

Great to know that this should work. I'll reach out to SS support as you suggested. Thank you, @Genevieve P.

LGraf

Your confirmation that this should work led me to dig a little deeper... The issue was that the SS column needs to also be formatted as a checkbox (matching DocuSign)! Thanks again.

Genevieve P.

Hey @LGraf

Thanks for following up with your solution! 🙂