DocuSign Integration - Assigned Roles not able to be filled out

When creating a SmartSheet with designated named columns and using a template from DocuSign. I'm unable to assign roles in certain fields regardless if I have columns (Text/Field, Contact List etc) that are labeled towards those areas.
One of the fields has a 'Conditional Placeholder' Email that I'm not able to edit or change and don't understand why it's placed there or what I can do to fix it.
Would anyone happen to know a solution to this? I've recreated the sheet to see if there was an issue with the original. I'm unsure if this is an issue on either the SmartSheet/DocuSign or even both sides of application.
Answers
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Hi @Tummi,
I found some related Community threads below which might help you:
- Assigning Docusign roles to Smartsheet Columns
- DocuSign
- Assigned Role not configured in Docusign integration
Having reviewed the webinar mentioned in the first thread above, it seems that the issue might be to do with how the recipients have been set up in the mapping - take a look at the webinar from 14:50 here: youtu.be/3gBEefvazbk?t=891
The following articles might also be useful:
- Streamline document workflows right from Smartsheet with the new DocuSign integration
- Create and send documents for DocuSign signatures
If the issue persists, I can see that you have a case open with our Support team - please continue to work with them for further assistance!
Thanks,
Georgie
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