Docusign *Help Needed*

Sarah IrvingSarah Irving ✭✭✭✭✭
09/10/19 Edited 12/09/19

Does anyone have a docusign/smartsheet "how to" instructions?  I have tinkered around a bit but am having a hard time recreating a workflow in smartsheet labs.  I think the issue is setting up my docusign template.

Thanks in advance!

Sarah

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Sarah,

    What are you struggling with more specifically?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Sarah IrvingSarah Irving ✭✭✭✭✭

    Andree:

    Thanks for your help!  I am able to connect the smartsheet columns to my docusign template but believe that I am not populating the "recipient" field correctly as every sheet is sent by me and then is delivered to me.

    Best,

    Sarah

    Docusign Snip.JPG

    Docusign Receipent Snip.JPG

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 09/12/19

    Happy to help!

    You have to start with creating the template in DocuSign and set up the different roles/fields, and then you'll see those roles/fields available when you build the workflow in Smartsheet and select which field in Smartsheet should be used in DocuSign.

    Make sense?

    Let me know if you have any questions!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Sarah IrvingSarah Irving ✭✭✭✭✭

    Thanks Andree!  

    I have successfully set up the template in docusign/smartsheet except for the receipient.  Each time I send out a test, the docusign envelope come from me and sends to me instead of the contact in smartsheet.  Make sense?  

    Thank you!

    Sarah

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    I think it will be easier if we schedule a quick chat so I can see it live.

    Please email me at [email protected], and I'll take it from there.

    Ok?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks Andrée! Let me know how it turns out or add me to the call. I'd love to see how we can make this easier.

    --

    Scott Willeke | Smartsheet

    Director of Product Management, Automation



     

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    I'll keep you in the loop!

    I'm always happy to help!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Did you get it working or do you still need help?


     

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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