DocuSign Multiple Recipients

Kelly McGill

I have set up DocuSign and it's working well except for the fact that I can only send the document to a single recipient. Right now you can see there is one signature. I have set it up for two signatures on the Docusign part but have not found a place on the smartsheet side to assign a second email address.

Andrée Starå

Hi Kelly,

Did you add the recipients to the template?

Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Kelly McGill

The recipient fields are in the template. I have been able to successfully assign smartsheet columns to DocuSign fields for the rest of the template. but for some reason this section is not working.

Kelly McGill

I need to be able to pull the vendor's name and email directly from the smartsheet.

Andrée Starå

Ok.

In DocuSign, make sure that the Data Label on the panel at the right side matches the name of the column in Smartsheet for everything except Date and Signature fields.

Did that solve it?

Kelly McGill

Unfortunately not, for some reason there are no data labels on the side this time, though I have seen them before.

In other envelopes I have been able to rename the data labels.

I have now discovered how to grab the right email and vendor name from the smartsheet but for some reason cannot assign values to the follow fields in yellow.

Even if I go in and fill in all possible values at the "map your tabs" step it still doesn't populate with any information.

Andrée Starå

How did it go? Did you manage to get it working?

Kelly McGill

Sadly, not quite the way I wanted. Instead it will just be a manual fill in by our vendor.

Andrée Starå

Ok. Let me know if i can help in any way!