Using the E-Sign option for creating PDF mapping

Question

hi

Has anyone used the e-sign option to map a pdf and have it go to multiple recepients for signatures?

I did the whole setup, created the docu sign template by using my fillable PDF, set up the recipients but when I go to the PDF mappings part of it, I am unable to map the field to my pdf. The same PDF is totally mappable if I use the regular PDF option. What am I doing incorrectly.

I need to have the PDF signed by two parties. Any creative suggestions are welcome !

RSethi · Answer

yes, we are on the enterprise plan that is why the E-Sign option is available to us and it lets me setup all the recipients, but the issue is with setting up field mapping. Someone motioned that the field mapping has to be done on the docusign side not on smartsheet (even though that option is available)

Darren Mullen · Answer

@RSethi are you on sSmartsheet Enterprise? Docusign is only available with enterprise last II'm aware.

you can use 3rd party integrations or create your PDF in Smartsheet and send through sign well

https://www.youtube.com/watch?v=3P_AfDCNFt8