smartsheet and docusign

Jennifer Fulcher

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.

Genevieve P.

Hi @Jennifer Fulcher

Here are some Help Articles that go through the Docusign integration:

• Send Documents for Signature using a Mapping
• Create and Edit a DocuSign Mapping

There's also a webinar if the written out steps haven't helped, see: Capture E-signatures with Document Builder

Cheers,

Genevieve

Jennifer Fulcher

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

Genevieve P.

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:

https://youtu.be/3gBEefvazbk?t=840

Cheers,

Genevieve