Smartsheet & Docusign integration - Error for sending docs due to "failed email and/or name cells"

Maarten Prins

Hi,

I established an integration between Smartsheet and Docusign. I have assigned roles in Docusign and mapped the relevant columns in Smartsheet. In smartsheet I enabled the relevant colums to be contactlists. The contact I used for testing is my own name + email address (which should be correct).

Neverthess, I get an error message that Smartsheet "failed to find email and/or name cells for recipient XX"

Anyone that can help me to figure out where it breaks? All email addresses are filled and should be correct… Also, how do I know to which recipient (29726636) the error message is refering to?

Thank you,
Maarten

Genevieve P.

Hi @Maarten Prins

Can you double check the mapping on the Assign Roles tab of the Document Builder?

"You can use either two text/number fields or a contact column that contains a name and email address."

https://help.smartsheet.com/articles/2482231-generate-and-send-documents-for-signature-with-docusign#toc-map-docusign-templates-to-your-sheet

Currently, all participants names and email addresses must be in the sheet, even if there are static values set on the DocuSign template.

If this hasn't helped, I would suggest reaching out to Smartsheet Support with a screen recording of the error you're getting, each tab of your Document Builder configuration, your underlying sheet, and the DocuSign template.

Thanks,
Genevieve