Switching the Logged in User for Docusign

When using the Docusign+Smartsheet Generate Documents integration, I used to be able to create a mapping with Docusign User A and Docusign Account A. I would test the process, make sure everything was good, and then swap out that user for Docusign User B and Docusign Account B.

Now, I cannot do this, and I need to create a brand new mapping. I am a consultant who does work for customers, so this new process is incredibly painful and time consuming.

Are there any workarounds for this, or am I simply stuck with this new less-than-ideal process?

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Naeem Ejaz

Use fillable PDF for generate document.

Isaac A.

Hi @PeteConnor!

During my research, I found some Community discussions that help clarify this behavior. In one thread it’s mentioned that mappings are tied to the DocuSign account that originally created them, which means if you switch to a different DocuSign account, you’ll generally need to recreate those mappings. That said, DocuSign does allow templates to be shared between accounts, so if the new account has access to the same template, it may still be possible to use the same mapping. You can check that discussion here: Change DocuSign Account.

I also came across another related conversation on the challenges of logging in with alternative accounts, which may provide additional context: DocuSign Integration: Logging in with alternative account.

I hope this clarifies the situation for you!

Cheers,
Isaac.

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