Document Builder

Mendy Wade

I am trying to use document builder with an existing PDF but need to confirm what I am trying to do will work.

I would like the PDF in document builder to be the same I can create on a forms page and that to connect to each other if that is possible?

Also, with the document builder and signature does the form have to be assigned by email to who will be signing it? The PDF requires several signatures but they are outside of our company so I have no way of knowing their email addresses prior to signature.

If that is possible to have signatures from outside without signing then I would like to have it assigned to internal staff for them to complete their part of the process.

Any guidance would be great!

Thank you!

Mendy Wade

Andrée Starå

Hi @Mendy Wade

I hope you're well and safe!

Happy to help!

How did it go? Did you manage to get something set up?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

Andrée Starå

Hi @Mendy Wade,

I hope you're well and safe!

Have you explored using the DocuSign integration?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Mendy Wade

Thank you for responding so quickly. So, if I add on DocuSign, anyone can add a signature or just those I assign it to? Can this be signed by anyone, or does it have to be only those whose email address is put into Smartsheet's?

Thank you!!

Mendy

Andrée Starå

Hi @Mendy Wade

I hope you're well and safe!

Happy to help!

How did it go? Did you manage to get something set up?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

Mendy Wade

Andree,

Good morning and thank you for following up. We choose to not use the DocuSign option and went another direction with using Smartsheet.

Thank you,

Mendy

Andrée Starå

@Mendy Wade

Excellent!

You're more than welcome!

✅Please support the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!