Can you send an attachment through Docusign for signatures?
We are creating a log of purchases made and asking that a receipt be uploaded as an attachment in the Smartsheet row immediately upon the order being placed. Once the item has arrived, we want to send that attachment to the receiver for them to date and sign.
Is there a way to automate this process in Smartsheet?
Answers
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Yes!
This can be done by going to the source sheet, clicking the automation tab and using the "Document Generation" template:
In your source sheet, I'd recommend having a status column (either a symbol, status, or restricted single-select drop down) to use as the conditional filter in this automation, so that when the status changes to "Item has Arrived" it produces your document and sends it out for a signature. Also note, that in order to automatically send it to the appropriate recipient, their email will need to be present in the source sheet as a contact column.
Once you've added your conditions in the automation template, hit "Select a Mapping" under the Generate Document section > "Create New Mapping" > "Create" button on top right > then select "E-Sign" as the mapping type you want to create.
From there, you'll be able to connect to your DocuSign Account, select your template, assign roles, etc.
Please let me know if this helped, and feel free to ask any additional questions!
