Docusign Document Generation

Jamie Burke

I set up a docusign document generation to have a tracking column and to sync with columns in my sheet when the fields were edited. We just completed an experimental round and the tracking column updated to Sent, but did not update to Completed and the edited field did not change in the spreadsheet. What do I need to do to get this to work?

Andrée Starå

Docusign Document Generation

Jamie Burke

Jul 12, 2024

I set up a docusign document generation to have a tracking column and to sync with columns in my sheet when the fields were edited. We just completed an experimental round and the tracking column updated to Sent, but did not update to Completed and the edited field did not change in the spreadsheet. What do I need to do to get this to work?

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Hi

I hope you're well and safe!

Can you share some screenshots? (Please delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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