Generating Documents using DocuSign - user access

Yvette Moreland

This page: https://help.smartsheet.com/articles/2482231-generate-and-send-documents-for-signature-with-docusign indicates that Editor level can send documents via DocuSign using the Generate Documents feature, but I am finding that not to be the case.

"Any user with Admin or Owner permissions to the sheet will be able to create and edit DocuSign mappings on that sheet after you have logged in to your Docusign account. People with Edit permissions to the sheet will be able to send documents for signature. Viewers will NOT be able to create or edit DocuSign mappings, or send documents for signature."

However, when my Editor level staff click generate documents, they see the list of "saved mappings" that I (as the Admin) have included. When they select generate, they see the option to send with DocuSign or save as draft in DocuSign, however they receive an error message saying they need to be an owner or admin.

Any thoughts?

Genevieve P.

Hi @Yvette Moreland

You're right, Editors should be able to use a mapping you've created. However, they also need to have a License with Smartsheet (see the note on the right in the Document Builder article: Generate Documents with Your Row Data).

Can you confirm if these editors have a license?

Cheers!

Genevieve

Genevieve P.

Hi @Yvette Moreland

You're right, Editors should be able to use a mapping you've created. However, they also need to have a License with Smartsheet (see the note on the right in the Document Builder article: Generate Documents with Your Row Data).

Can you confirm if these editors have a license?

Cheers!

Genevieve

Yvette Moreland

Thanks @Genevieve P

I read that differently, but on additional review, I have a new understanding.

Thanks.