Multiple sign for 1 row with DocuSign
I want to use Docusign to signg documents based on a Smartsheetrow. The challange I have is, that we have to send out the same document to get signed off indepently from contract part. So there are 2 locations which have to sign off a document. The two have nothing to do with each other.
At the end I need 2 different signed documents in one Smartsheet row.
I've learned about the approval integrated in Smartsheet. There is only one approval for each row. I need at least 2 approvals in form of signed documents for each row.
Thanks for help.
Kay
Answers
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Hi @KROnline
I hope you're well and safe!
I'm pretty sure that you should be able to use multiple columns and Document Builder templates to accomplish it.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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