Can Smartsheet generate a document and then send it out for docusign?

kbegin

I've recently discovered the generate document workflow and DocuSign feature in smartsheet. Is there a way to have Smartsheet create/autofill a document and then automate a process to send it out for docu-sign? So far I've only found a way to do one or the other-create a document OR manually send for DocuSign. Thanks in advance!

ChristianFinke

Hi @kbegin

Unfortunately Smartsheet doesn’t fully automate the process of generating a document and directly sending it out for DocuSign in one seamless workflow. You can set up a workflow to generate/autofill a document, but sending it for DocuSign still requires a manual step.

A workaround is to set up a two-step process:

1. Generate the Document: Use Smartsheet's document generation workflow to create and save the document.
   
2. Send for DocuSign: Set a reminder or notification to manually initiate the DocuSign process after generation.

I also hope Smartsheet will add this automation in the future!

Please let me know if you would like help from my team to build this out, or if there is anything in the future you'd like assistance with inside Smartsheet.

Best,

ChristianFinke

Hi @kbegin

Unfortunately Smartsheet doesn’t fully automate the process of generating a document and directly sending it out for DocuSign in one seamless workflow. You can set up a workflow to generate/autofill a document, but sending it for DocuSign still requires a manual step.

A workaround is to set up a two-step process:

1. Generate the Document: Use Smartsheet's document generation workflow to create and save the document.
   
2. Send for DocuSign: Set a reminder or notification to manually initiate the DocuSign process after generation.

I also hope Smartsheet will add this automation in the future!

Please let me know if you would like help from my team to build this out, or if there is anything in the future you'd like assistance with inside Smartsheet.

Best,

kbegin

Thanks Christian. I was afraid that was the answer. I'll will take your advice on the workaround and go from there. Thanks!