Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project.
My question is, if I want to include multiple signatures on the document builder, can I 'stack' (add) multiple users in the same row (email column) so that the document builder can be sent out to all the accounts that are part of a project?
Answers
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Sure, you could create an automated workflow to generate the document when triggered by the project status, then create another workflow that sends the attachment to the contacts in the email column.
You mentioned obtaining signatures though - are you using the DocuSign integration or something similar?
