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.

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Joseph Miller

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

Justin Porter

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.

Katrina

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.