Help with DocuSign mappings

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!

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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 😊

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