smartsheet and docusign

Jennifer Fulcher · 12/13/21

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. · 12/14/21

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

Jennifer Fulcher · 12/14/21

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

Genevieve P. · 12/15/21

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

Answers