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

RNelson
RNelson ✭✭✭✭✭✭
edited 06/14/22 in Add Ons and Integrations

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?

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Answers

  • Andrée Starå
    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

    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • RNelson
    RNelson ✭✭✭✭✭✭

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

  • Andrée Starå
    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.

    Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.