Create contract using several rows?
Hi
I have integrated DocuSign with Smartsheet in order to autogenerate contracts. This works just fine when I create a freelance contract using a single row for a single event.
Optimally I would also like to create a contract that covers multiple events (different dates, venue addresses and rates) across an entire year, using several rows with this information typed in.
Is it possible to do such a thing?
Thanks
Answers
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Hi @EmilS
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Here's a possible workaround or workarounds
- Create a helper row or sheet with all the information collected on one row and then use it for DocuSign.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andrée
Thanks for your answer!
I tried to figure out what a helper row is, but cant seem to find any information. Can you link to an article that explains how to use it?
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Happy to help!
A helper row is what I call a row used to help with a workaround.
We'd use it to collect the information together on one row to use it with DocuSign.
Make sense?
✅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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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