Document Generation - Mapping sheet Data to DocuSign Form
Hi there - I've set up a sheet/request form combination that eventually requires signature. I've uploaded the PDF form template to the associated DocuSign account, set up the e-sign template in Docusign with everything mapped. The issue I'm running into is when I go to generate the eSign document version and save it as a draft in DocuSign to preview, the data does not pull over from the sheet row that I've selected. It's just a blank request form.
Now, if I re-select the same row and use the PDF mapping template my data populates on the form without issue.
Has anyone run in to this before?
Answers
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Hi @JCGold
I hope you're well and safe!
Strange!
If you haven't already, I recommend reaching out to the Smartsheet Support Team.
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@JCGold - were you ever able to resolve this? I have a co-working struggling with the same thing...
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@Michelle S. Unfortunately, this was not resolved. Reached out to Smartsheet Support Team and they were not able to figure it out. I would have your co-worker submit a ticket as well, so they know that it is not just one person experiencing this.
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I'm wondering if it's possibly a DocuSign limitation. Not entirely close enough to it all but happy to submit a ticket to help build momentum to a resolution
