Is there a way to add DocuSign (pdf) to the automation page as an action to automatically send the pdf in a workflow?
Hi @Mike B
I hope you're well and safe!
Unfortunately, it's not possible to continue with another Action after the Document Creation, but it's an excellent idea!
Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.
I hope that helps!
Be safe and have a fantastic week!
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, Awesome, 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
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
It's not currently possible to automatically generate documents via Document Builder (PDFs or Docusign documents). Please provide your feedback to the Product team around your specific use-case by filling in this form, here!
I am able to actually generate the pdf (DocuSign); however, within the workflow, I am not able to add additional actions beyond the "Generate document" action. I'm am not given the option to extend the work flow.
so now we do have that automation available to generate documents and optionally also send them via docusign to get signatures and automatically attach the signed pdf to the row.
Unfortunately I can manually run my Document Builder mapping that automatically sends an envelope via docusign and get the signed pdf attached to the row in my sheet, but the automation does not work. I tested the trigger, which works, but the Document Builder automation is not running with the new automation.
Any ideas why?
Is there a problem if my account was used to set up the docusign process but I am not the owner of the sheet that should run the automation perhaps?
Dear All: Good morning. We are VERY close to getting the approval from my top management for DataMesh - this is something I have been hoping to get for us since 2019. We were able to help 4 departments set up and become power users of Smartsheet last year. DataMesh will allow easier and faster inter-departmental data…
Can Document Builder be automated so that after a form is filled out the document is automatically created and sent to the person who filled out the form (or any other identified person)?
I have a DataShuttle workflow where users attach a spreadsheet to an intake sheet. Question1: If multiple spreadsheets are attached to the intake sheet (via a form) does the DataShuttle workflow queue up these attachment imports? Question2: If you have to attach a spreadsheet and wait until the workflow completes, how does…
Help shape the future of Smartsheet.
Share your ideas and feature requests.
©2024. All Rights Reserved Smartsheet Inc.