Document Builder and Docusign

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Nicole_Codi17
Nicole_Codi17 ✭✭✭
edited 02/15/24 in Add Ons and Integrations

I have created created a DocuSign template with fields and mapped document on Document Builder. I am testing with a draft and none of the information from Smartsheets is populating to agreement in DocuSign. Please help!

Answers

  • Humashankar
    Humashankar ✭✭✭✭✭
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    Try with the below steps:


    Ensure all fields are properly mapped to the corresponding data 

    Field names and data types match between source and target

    Check that the data you expect to populate into the DocuSign agreement exists and is correctly formatted 

    Huma

    Community Leader

  • Nicole_Codi17
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    I figured it out! I was setting up the DocuSign as PDF, not to the receiver. Thanks for the help:-)