Date Signed

cswicegood

Hi! I would like to know how to get the date signed to work properly when we use SmartSheet to populate DocuSign.

Genevieve P.

Hi @cswicegood

There are some articles in our Help Center that may be useful for you:

• Create and send documents out for DocuSign signatures
• Track the status of DocuSign signature requests

I would also recommend reviewing this free Webinar video:

• Capture E-signatures with Document Builder

If your plan has access to it, there is an eLearning course in the Smartsheet University that's specific to Document Builder:

• Document Builder eLearning Course

Cheers,

Genevieve

Genevieve P.

Hi @cswicegood

If you're working within the Document Builder to map fields, you will not be able to map to a Docusign Signature Field (such as Date Signed). These fields are automatically populated by the Docusign signing process and therefore cannot be managed through Document Builder.

See the DocuSign Community post, here: How do I add a date to a signed document?

Cheers!

Genevieve

cswicegood

Genevieve,

Thank you for your response.

I am new to SmartSheet but not DocuSign. Do you have a. website with info on using them together?

Genevieve P.

Hi @cswicegood

There are some articles in our Help Center that may be useful for you:

• Create and send documents out for DocuSign signatures
• Track the status of DocuSign signature requests

I would also recommend reviewing this free Webinar video:

• Capture E-signatures with Document Builder

If your plan has access to it, there is an eLearning course in the Smartsheet University that's specific to Document Builder:

• Document Builder eLearning Course

Cheers,

Genevieve

cswicegood

Thanks for the information, I have bookmarked all tabs.