smartsheet and docusign
I am having a hard time linking my smartsheet with docusign.
My smartsheet will generate my document. I would then like to use docusign to send it for signature.
Any help would be appreciated.
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I am having a hard time linking my smartsheet with docusign.
My smartsheet will generate my document. I would then like to use docusign to send it for signature.
Any help would be appreciated.
Answers
Hi @Jennifer Fulcher
Here are some Help Articles that go through the Docusign integration:
There's also a webinar if the written out steps haven't helped, see: Capture E-signatures with Document Builder
Cheers,
Genevieve
There is no way to save the document as draft as described in the Send Documents for Signature using a mapping.
Hi @Jennifer Fulcher
When you first created the Mapping, did you select the eSignature option and sync it up with your DocuSign account?
The webinar goes through the mapping starting at 14:00, let me know if this step-by-step is a little more clear:
Cheers,
Genevieve