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

Maarten Prins

Hi Genevieve,

Thank you for your response! I have assigned the roles to columns containing contact lists (including email addresses)

But I still get the same error message… This is getting quite frustrating…

Does this setup look OK to you?

Best,
Maarten

Genevieve P.

Hey @Maarten Prins

This set-up looks correct to me. The only thing I can think of is that your Owner Name + Owner Email columns are using formulas to bring the data into the text/number cell. Although this should work, I am wondering if the type of content in there is what's causing the automated process to fail.

Can you test it again with a row where "Timmy 3" is manually typed in, and the email is manually typed in as well?