Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Regarding DocuSign integration: Is there any way to combine Workflow + attachments?
I'd like to use the workflow to have a variety of fields and the signees autofilled, but there doesn't seem to be a way to include an attachment from smartsheet in the workflow. Alternatively, I can create an envelope from an attachment in Smartsheet, but then I have to rebuild the fields every time and I can't have them autofilled with data from smartsheet.
Is it possible to somehow combine the two? I'd like the workflow process but using an attachment from smartsheet instead of having a default attachment.
Comments
-
Hi Justin,
Unfortunately at this time you are only able to do one or the other, either select the attachment option, or use the workflow.
I'll provide this feedback to the product team for review. It's possible we may be able to get this into a future release.
If you have any other questions, you can shoot an email to smartsheetlabs@smartsheet.com.
Cheers,
Joseph
-
Thanks for the response Joseph, I'll cross my fingers and hope! The current implementations you have are neat, but unfortunately not useful for us.
-
Has there been any development on this? It would be extremely beneficial to us to be able to attach documents and use a form in DocuSign via Smartsheet.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 495 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives