Smartsheet/DocuSign Integration Query
Were currently reviewing some documentation on a smartsheet grid file, there is a checklist created off this file. It is then routing through DocuSign for sign off. Is it possible to amalgamate the document that is being reviewed with the checklist into the one file and sending both through DocuSign at the same time? Right now we are creating the checklist through smartsheet, routing through DocuSign and then have to store the documents in an external folder for review.
Thanks in advance ,