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.
Answers
-
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.
-
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
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.4K Get Help
- 394 Global Discussions
- 213 Industry Talk
- 449 Announcements
- 4.6K Ideas & Feature Requests
- 141 Brandfolder
- 132 Just for fun
- 131 Community Job Board
- 453 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 293 Events
- 35 Webinars
- 7.3K Forum Archives