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Regarding DocuSign integration: Is there any way to combine Workflow + attachments?

Justin Porter
edited 12/09/19 in Archived 2015 Posts

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.

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