DocuSign messages

Yvette Moreland

Hello,

I am sending documents for signatures using the Generate Documents option in my Smartsheet and sending via DocuSign. It works great for having the complete forms attached to the row. However, I have the DocuSign template set up to send a tailored email message rather than the standard 'please sign'. When I send directly from DocuSign the signers see the message, however when I send from Smartsheet, they receive just the standard 'please sign' message.

Any ideas?

Jaykel Torres

Hey @Yvette Moreland ,

We have received similar reports wherein the Customized Message created in DocuSign is not included within the email when the document is sent via Smartsheet. Our team is aware of this and are actively implementing a fix on a future update. I currently can not give an estimated time as to when this update will be pushed, but always feel free to check our Release Notes or Subscribe to Product Updates for the latest product news.

I hope this helps!

Jaykel

Jaykel Torres

Hey @Yvette Moreland ,

We have received similar reports wherein the Customized Message created in DocuSign is not included within the email when the document is sent via Smartsheet. Our team is aware of this and are actively implementing a fix on a future update. I currently can not give an estimated time as to when this update will be pushed, but always feel free to check our Release Notes or Subscribe to Product Updates for the latest product news.

I hope this helps!

Jaykel

Genevieve P.

Hi @Yvette Moreland

Just to follow-up on this, I heard from our Support Team that the fix should be implemented now. Can you test and let us know if the custom message is now being sent as expected?

Thanks!

Genevieve

Yvette Moreland

It is fixed!

Thank you so much.