DocuSign Integration/Generate Document Mapping Error
Hi all, I have been added into a Dynamic View Survey where I have to "Generate Documents" via Docusign. I go through the entire process successfully up until I select the DocuSign Template I want to use.
These are the steps I take below:
I go into Smartsheet > click on the survey sheet in question >click on the third row > click on the three dots > click on “Generate Documents” > click on "Create A Document Mapping" > Select "E-Sign > Confirmed my account log-in for DocuSign > Select the same template that I was able to access via DocuSign but then an error message appears.
I have ensured that in DocuSign my access is granted but I am still not able to Generate Documents. Any assistance is greatly appreciated!
Answers
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Hello @Camila Iglesia - Here are a few things I have read about with this integration:
Is it possible that you need a license to generate the documents and you don't have a Smartsheet license?
If that isn't the case, make sure you are connected to your company's VPN as sometimes, that's what others have faced when not on the company VPN :)
Next, make sure you are walking through the steps exactly as outlined in this video -
Lastly, if nothing helps (like rebooting the computer, logging out and back in to Smartsheet, shaking the computer ;)lol ) then just log in a ticket with Smartsheet Support.
Hope this helps!
Michelle Choate
michelle.choate@outlook.com
Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate
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