DocuSign Security Features

Eva
Eva ✭✭✭✭

Hi,

I'm working with the DocuSign integration in Smartsheets, but I don't see a step where I can add an access code to the receiver so that they can open the document. Is there a way to do it? I actually don't see many security features that we have within DocuSign and I'm wondering if there is a way to access it through Smartsheets.

Eva

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Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi Eva,

    You're correct, there isn't a way to set up an Access Code on the DocuSign document through Smartsheet's Document Builder. These advanced security settings are currently only available through DocuSign directly. Please let the Product Team know about your feedback and use-case by filling in this form, here!

    Thank you,

    Genevieve

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