Sign in to join the conversation:
Does anyone know how to sign input Smartsheet forms? I know that Smartsheet and Docusign integrates. However, I'm not sure how that would work in input forms.
Hi Chadwick,
The form is filled out and sent to a sheet, and then you can initiate the signing process.
There are more details, but in short, this is how it works.
Best,
Andrée Starå - Workflow Consultant @ Get Done Consulting
Hi Chadwick
while you cannot at present complete a Smartsheet Form and sign in a box for eg initiating a contract, there is new functionality appearing all the time to help create intuitive workflows.
Docusign integration with Smartsheet has been around for a while, is really good and can handle lots of complex docs like Renting property, guarantors etc but it certainly isn't cheap, but it is good and worthwhile if it gives you exactly what you need.
More recently Iphone and Androids have been able to "Annotate" photos or screenshots which can include a "Finger Signature" like my sample attached and the sort of thing a delivery driver would ask for.
These "annotated Photos" can be uploaded to Smartsheet for Proof of... or a requirement for... and apart from explaining to your users how to do it the first time, there is no cost attached. So I suggest you do some testing with touchscreen devices?
Stepping outside of Smartsheet Form entry we can use Appsheet as the user interface for Smartsheet held data, which can capture signatures within a form (your initial request) or we have property inspectors who take photos of issues on their phones, circle the faulty areas, then provide some written text on what the resolution needs, click send and the HQ database is updated in Smartsheet, Excel or Google so the PM can take action collaboratively.
Hope some of that inspires you to look a little deeper? If you get stuck, we can help and good luck.
PS you can also sign PDFs now too!
RichardR
Good afternoon! My company works closely with another ambulance service, Company B. Both companies have a Smartsheet Enterprise plan. I have created a workspace that I need members of Company B to edit. Do I need to make them members on my account if they are already members on their account? Or do I just need to add their…
I have shared sheets and dashboards with people outside of my organization, and one has a paid license. Would I be able to grant admin access to this licensed user to their sheet? Or would the ownership of the space by one organization limit the admin accessibility of someone from outside?
I'm trying to create a graph chart that captures monthly count of records by divisions (Northeast, West and Central) that should be stacked with a legend displaying each by different color like a presented in Excel. When I attempt to duplicate the process in Smartsheet I receive the following results. In Excel, I created…
