Can you use electronic signatures on Smartsheet?

Jason Chess

We use Smartsheet to track the training of our employees. There is one section that requires signatures from the trainer and the employee and I am wondering if there is a way to have electronic signatures at the sheet level?

Andrée Starå

Hi @Jason Chess

There was a Smartsheet Integration with DocuSign, but it has been deactivated for new users because they are working on a new version.

It's supposed to be released in Q3.

There are other solutions as well if you don't want to wait.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or 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!

Andrée Starå

Hi @Jason Chess

There was a Smartsheet Integration with DocuSign, but it has been deactivated for new users because they are working on a new version.

It's supposed to be released in Q3.

There are other solutions as well if you don't want to wait.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or 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!

Jason Chess

Andree,

I haven't built the sheet just yet, as our trainer just asked for it. I may wait for the DocuSign integration to be updated and then try it. Thank you for your help! :)

Andrée Starå

@Jason Chess

Happy to help!

Let me know if you want to explore other options.

Md Mamun

@Andrée Starå

Is there any way that I could use e signature on dynamic view?

Your help is appreciated.