Document Generation - Mapping sheet Data to DocuSign Form

JCGold

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?

Andrée Starå

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

✅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!

Michelle S.

@JCGold - were you ever able to resolve this? I have a co-working struggling with the same thing...

JCGold

@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.

Michelle S.

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