Docusign integration

Aaron Klemm

I am trying to generate and route a docusign through smartsheet automation.

I've mapped the required signers emails addresses from smartsheet onto the docusign template.

The fields are contact fields but when the automation runs the workflow breaks and cannot execute

AravindGP

Hi @Aaron Klemm

Usually, the document generation workflow fails when there are issues with the email addresses. Are you able to generate the document manually through the row menu options? I noticed from the screenshot that you've some roles added multiple times. You just need to add them once, even if they have to sign different sections. DocuSign will send the document in order to a receiver and get all the information from the 1st receiver before going to the next receiver. If you're trying to send a section to employee for example for them to sign page 1 and to the Manager for them to sign page 2 and then back to the employee to sign page 3, that will not be possible.