Autogenerate Documents - One or more blocks in this workflow is invalid

Chuck Rodgers

I am trying to use the new autogenerate documents automation https://help.smartsheet.com/articles/2482492-build-workflow-automate-document-generation?ict_source=smartsheet&ict_medium=bulletin&ict_campaign=blt1229a

When I test the workflow I get an email:

One or more blocks in this workflow is invalid. Please edit the workflow to see more details.

This workflow has been deactivated. To reactivate this workflow:

1. Open the Automation menu at the top of your sheet and select Manage workflows...

2. Edit the workflow named "Generate PEGC Submission Form", make any needed corrections, and re-save the workflow.

Regards,

The Smartsheet Team

On the page (linked above) in the capabilities box on the right hand side, it states

Who can use this capability

To use workflow to automatically generate documents, at least one member of your team must have a DocuSign license.

What does that mean? I am on an enterprise plan, do we need a connector, a DocuSign license we already have, something else?

Thanks

Chuck

Andrée Starå

@Chuck Rodgers

Happy to help!

Please see my comments/answers below.

Do I need a paid Docusign account or will the free one suffice?

[Andrée Starå] You need to have a paid account.

Are my documents that are generated stored in Docusign or only in my Smartsheet?

[Andrée Starå] It's stored in both places.

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Andrée Starå

Hi @Chuck Rodgers

I hope you're well and safe!

Ensure that you are logged in to the DocuSign account.

Did that solve it?

I hope that helps!

Be safe and have a fantastic weekend!

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Chuck Rodgers

Hi Andree,

I now see that Docusign is similar to Adobe Sign. So I think that I have more questions. Do I need a paid Docusign account or will the free one suffice? Are my documents that are generated stored in Docusign or only in my Smartsheet? Perhaps someone from Smartsheet can shed some light on these questions.

Thanks

Chuck

Andrée Starå

@Chuck Rodgers

Happy to help!

Please see my comments/answers below.

Do I need a paid Docusign account or will the free one suffice?

[Andrée Starå] You need to have a paid account.

Are my documents that are generated stored in Docusign or only in my Smartsheet?

[Andrée Starå] It's stored in both places.

✅Remember! 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!

Chuck Rodgers

Hi Andree,

Thanks very much for the information. Unfortunately both of those answers make it so that I can't use this feature. :(

Chuck

Andrée Starå

@Chuck Rodgers

You're more than welcome!

Could you use the Document Builder feature without the integration with DocuSign instead?

E.Wade

Hi Andrée,

So you have to log into the Docusign account AND THEN edit your Smartsheet for the trigger to work properly?