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.
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
There is no way to save the document as draft as described in the Send Documents for Signature using a mapping.
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:
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