Help with DocuSign mappings

Andrew Ryback

Hi all,

I'm looking for some help with a DocuSign integration.

I have built an automation that sends onboarding paperwork to independent contractors. When I go to map fields to the forms, it allows me to include 2 columns from my primary grid.

I'm looking to map the contractor's NAME and EMAIL address to the forms. I can select both the NAME and EMAIL columns in the first field; however, I cannot select EMAIL in the 2nd column.

The way paperwork is being sent out is with EMAIL listed in the primary column; however, this then adds the contractor's email address to all of the NAME fields on the form.

Any thoughts on how I can correct this?

Including a screenshot for reference. Note that the EMAIL column should appear directly after the PROJECT column, but is not listed.

Thanks!

Almonto1

Hi Andrew,

I'm guessing that this issue is occurring because the email column in your sheet needs to be changed to a contact field in order to assign a user role.

Try double clicking on the Email Column to edit the column properties and change the field type to a contact list (screenshotted below) click "OK" and save the sheet before going back to edit the DocuSign roles! Let me know if this helps 😊