Smartsheet data not sending to DocuSign.

cswicegood

This process worked in the beginning; however, data is not being sent to DocuSign.

I uploaded a Word document to DocuSign, mapped all fields in Smartsheet. The process runs, but I receive a blank document.

I have formulas, but this has not been an issue in the past.

I worked with support, and they stated that I need a PDEF and not a Word document.

Here is their explanation.

For the error of no data being shown in envelope for Dcoument sent upon generation it is because you are using a fillable word document in the DocuSign template. You will need to use a fillable PDF file on the DocuSign template before mapping that into smartsheet Document builder. This is after testing and alsoc checking our resources in this article: requirement the requirement for the Docusigne template is that a PDF type file with fillable fields is to be used in the template. Therefore you can either recreate the file in the template this time in a PDF format with fillable fields or convert your word document into a PDF format with fillable fields in it.

I did change the file to a PDF still does not work.

Does anyone have any ideas? Support is agonizingly slow in response.

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CREDIT CARDS 5.0.docx

Isaac A.

Hi @cswicegood!

I can see that the Support team just got back to you on your ticket. It seems they are pointing toward Role Assignments within the DocuSign template as the potential cause.

Essentially, when you place fields in a DocuSign template, they are assigned to a specific Recipient Role (e.g., "Signer 1," "Signer 2," etc.).

If the Smartsheet data is mapped to a field that belongs to a different Role than the one being generated or viewed, the data might not populate correctly in the final document. Support is suggesting that you verify which "Signee" those specific text fields are assigned to in your template.

I recommend checking those assignments in DocuSign first. If you continue to have issues, please reply directly to the Support team on that ticket and provide them with screenshots of your document mapping and template roles so they can pinpoint the disconnect.

I also recommend checking this resource: Learn more about DocuSign templates.

I hope this helps!

Cheers,
Isaac.