Can't map Docusign Template from Smartsheet
Hi,
I am trying to map a docusign template from smartsheet document builder however, can't drag fields into the documents.
Any help would be appreciated.
Thanks
Answers
-
Hi @Angelo C.
Do you have the fields as fillable fields in your DocuSign template? Once you have the fields are fillable in DocuSign, you should be able to see the placeholders in Smartsheet to populate data from Smartsheet to those fields.
Thanks,
Aravind GP| Principal Consultant
Atturra Data & Integration
M: +61493337445
E:Aravind.GP@atturra.com
W: www.atturra.com
-
Hi @AravindGP,
I uploaded a word doc on docusign. Not sure if that can be classed as fillable pdf?
I also tried with fillable PDF fields and it still doesn't work
Thank you!
Angelo
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.4K Get Help
- 364 Global Discussions
- 201 Industry Talk
- 430 Announcements
- 4.4K Ideas & Feature Requests
- 137 Brandfolder
- 129 Just for fun
- 128 Community Job Board
- 446 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 284 Events
- 35 Webinars
- 7.3K Forum Archives