Can you send multiple Docusign Templates based on the row criteria?

RNelson

We have setup the docusign + smartsheet integration but I am trying to figure out a way for me to pick and choose which of the 8 documents I need to get included in the docusign envelope as each row will be different. For example, one row may need documents 1, 5, 7, & 8 while another may need 2, 3 & 4. Without building out 64 different templates for each possible scenario, is there any way to pick and choose which templates to use by row?

Andrée Starå

Hi,

Unfortunately, as far as I know, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment to have your vote added

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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RNelson

Thanks Andree! Any possible work-arounds you can think of besides making a million template variations?

Andrée Starå

Happy to help!

I can't think of any workarounds at the moment, but I'll get back to the post if I do.

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