I’m trying to create an online form with smart sheet integrating Docusign and need help/advice
I have a form (currently an Acrobat form) where the user would fill in the fields, then depending on the info they provide, it would need to go to different people for their signatures. This is done by them manually forwarding it on as an email attachment.
For example: user John Smith fills out his info, including his department name and supervisor / email. Once John is done and has attached relevant documents, he digitally signs it, then it should go to his supervisor for their signature (pulling their email address from the form) but after supervisor signs, it needs to go to the department chief for their approval, then finally come to me for final processing. The department chief’s name and email would automatically fill in based on the information in the department name that John provided.
How does one map out the document flow? I can put in logic I guess that if
Department = Optics & Design, with
Supervisor = Seth Milchick, then
Department Chief = [Burt Goodman] with [email].
So signature 1 = John Smith
Signature 2 = Seth Milchick Signature 3 = Burt Goodman Final Destination = Me
Is this even doable? Are there too many variables? There are 15 different department in total, so a minimum of 15 logic statement and a ton of automation.
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