Documents attached to row and Docusign?

Kimbh

Hi, I searched the community and what I read make me think this is not possible, however I wanted to ask, so I knew for sure.

When I attach a document to a row and click the generate a document to be sent by docusign. Is there any way to get the attached document to send with docusign? I can't find a way to map it into the docusign.

Thank you

Genevieve P.

Hi @Kimbh

Yes! You can use Document Builder to map row data to a PDF and then send that out via DocuSign, see: Create and send documents out for DocuSign signatures

Here's a webinar that goes through the functionality in Document Builder: Capture E-signatures with Document Builder

Cheers,

Genevieve

Kimbh

I didn't explain myself well enough. I want pdf I attached to the row using the paper clip to send with the document, or at least a link to the attached pdf. Not the data in cells. I can put a link in a cell but that is not clickable. Thanks

Genevieve P.

Hi @Kimbh

Ah, thank you for the clarification. No, there currently isn't a way to map an attachment from the row into a document with Document Builder.

It would be useful for the Product team to hear about your use-case and why this would be helpful for you. If you have a moment, please fill out this feedback form.

Thanks!

Genevieve

Jonathan Korengold

Hi @Genevieve P. ,

I'd like to echo this request if you could please forward to the Product team. We are utilizing this Docusign workflow to obtain customer approval on change requests that sometimes cost millions of dollars. We would like the option to include CAD documents/ppts row attachments in the Docusign pdf, or alternatively, if that's not possible at least have them as an attachment in the email.

Thanks

Genevieve P.

Hi @Jonathan Korengold

We actually have a new way of surfacing these requests to the Product team! If you have a minute, please Vote on this Idea post:

https://community.smartsheet.com/discussion/98720/attachment-capability-for-docusign-integration

The top-voted posts receive a status update each month.

Cheers,

Genevieve

GabyS

Related to this topic, is there a way to not save generated documents in Smartsheet but instead in my docusign account? We don't have the attachment option enabled in smartsheet due to the location of your servers. Is there another way to store generated and signed documents which isn't Smartsheet? Thanks

Genevieve P.

Hey @GabyS

When you go to generate an eSign document in Document Builder, you should see two options:

• Save as Draft in DocuSign: Store draft documents in your DocuSign account. 
• Send with DocuSign: Send out the rows you selected in the sheet before you started the mapping process.

  Here's the Help Article that goes through this:

  https://help.smartsheet.com/articles/2482231-generate-and-send-documents-for-signature-with-docusign#toc-generate-the-document-for-circulation-via-docusign

  Let us know if saving it as a Draft works for you!

  Cheers,

  Genevieve