Generate Documents via DocuSign

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Hana Attia
Hana Attia ✭✭✭
edited 06/14/22 in Add Ons and Integrations

As I know there are two ways to generate documents from the sheet to DocuSign the Fillable PFD and this should have fields to be added and the other way to is E-sign and that needs to choose Template from DocuSign.

My question is do we have another way to generate a document as PDF without fillable fields, for example, if I have a file PFD submitted as a ticket to Smartsheet and nothing needs to be filled only I need to set up is a Signature box and signed date? appreciate your support.

Answers

  • Genevieve P.
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    Hi @Hana Attia

    In order to use Document Builder, the PDF you upload will need to be a fillable PDF.

    To create a Docusign mapping you will need the following three things: 

    • Access to a DocuSign account.
    • A fillable PDF template. 
    • You must have created a DocuSign template using the fillable template and have assigned roles for your users. 

    See: Create and send documents out for DocuSign signatures

    Even if you only need a Signature Box and Signed Date, these are still fields that would need to be filled (albeit filled by DocuSign, not Smartsheet data).

    Additionally, you must have a name and email address for each person who will sign the document. You can use either two text/number fields from the Sheet or a contact column that contains a name and email address.

    If you just need to take a file that was uploaded to Smartsheet and use this in DocuSign without populating the PDF with any of the Smartsheet row data, I would suggest using the two programs separately. You can set up an alert when an attachment is added in Smartsheet. Then download the attachment and upload it in DocuSign.

    Cheers,

    Genevieve

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  • Caleb W
    Caleb W ✭✭✭✭
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    @Genevieve P. is there a way to map the docusign file name as you can inside of Smartsheets? I have all of my mapping and account links set up, but when I generate through docusign the file name sent out is the name of my template used. My mapping is set up in Smartsheets to name the files.

  • Genevieve P.
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    Hey @Caleb W

    You're correct, you cannot currently modify file name using document builder in Smartsheet, you'll need to do so in DocuSign.

    Cheers,

    Genevieve

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  • Caleb W
    Caleb W ✭✭✭✭
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    @Genevieve P. Do you know how to do that in Docusign? Can that me automated?

  • Genevieve P.
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    Hi @Caleb W

    I have to admit I'm not very familiar with the ins-and-outs of Docusign! I found this Docusign article that identifies you can make the Envelope customizable if that helps: Use Merge Fields in the Template Email Subject to Customize Envelopes

    Cheers,

    Genevieve

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