Is it possible to combine multiple E-Sign documents into one Docusign envelope?
We have the Docusign/Smartsheet integration feature. When the template in Smartsheet generates, it automatically sends through Docusign. However, it is generating and sending different envelopes for each one. Even timing the generation of documents and sending to a specific time in the day won't group them together, they all still send separately.
For example, the trigger is "Completed Date" is today and happens at 3:00 PM each day. Instead of generating all the applicable row forms and sending in one Docusign envelope, it will send a separate docusign envelope for each.
Does anyone know how the generated forms can be combined and sent through a single Docusign envelope?
Answers
-
Hey there!
To solve this, you can try adjusting the trigger condition. Instead of using the "Completed Date" as the trigger, you can try using a different column as the trigger, like a "Flag" column.
Here's what you can do:
Create a new column in Smartsheet called "Flag" or something similar.
In the rows that you want to group together and send in one Docusign envelope, you can add a "Flag" value, like "yes" or "1".
Then, update your trigger condition in Smartsheet to be based on the "Flag" column value instead of the "Completed Date".
Set the trigger to run at the desired time, like 3:00 PM.
By using a "Flag" column as the trigger condition, Smartsheet will generate and send the forms as separate envelopes only for the rows that have the specific flag value. The other rows without the flag value will be grouped together and sent in a single Docusign envelope.
Give this a try and see if it helps to solve the issue. Hope this helps!
Best regards,
Ryan Kramer
Have you backed up your solution lately? https://www.smartsheetbackups.com/
-
It still sends the documents in separate Docusign envelopes. I cannot get them to generate into the same one. It will send at the same time but all in different emails/envelopes (Docusign costs money per envelope which is why I would need all 10 documents (for example) that were ready to sign to send in one envelope in a day.
