Document Builder DocuSign Error When Contact Column is Blank for Template Role

Kari Schmidt

I'm using Document Builder with the DocuSign integration to route a pdf form for for signature(s). One to 3 signatures may be required. My DocuSign template has 3 roles that Need to Sign which are mapped to 3 columns on my smartsheet. When I test the DocuSign process using 3 contacts the document is generated and routed to all all 3 signers and completes the DocuSign document. Yay! But if my smartsheet row has the 2nd and 3rd contact columns empty (no contact/email as no signatures are required), then I get an error when I try to generate the pdf in Document Builder.

Can anyone confirm that the empty contact cells are what's causing my error, or suggest another reason I could troubleshoot? (I have confirmed the the remaining contact info/email addresses are correct.)

If the blank cells are the the cause of the error, is there a way to bypass roles in DocuSign if no email address is provided through the merge with smartsheet?

Genevieve P.

Hi @Kari Schmidt

Yes, if you have roles set up as Need to Sign, then there must be an email address and name associated with that role (it shouldn't be blank).

See step 9, here: Create and send documents out for DocuSign signatures

I have to admit I'm not sure if there's a way to bypass this through DocuSign - you may want to post in their Community to see if other members have come up with alternate solutions!

Cheers,

Genevieve

Malorie Scaramozi

I am having the same problem. Were you able to find a solution to this issue?

Kari Schmidt

Hi, @Malorie Scaramozi

Not sure if this the most efficient process but at least it's something: Because I will be using a workflow automation to generate the DocuSign pdf, I was able to create 3 different DocuSign templates (for 1 signer, 2 signers, and 3 signers) and then use conditions in the workflow to chose the appropriate template.

We haven't adopted the process yet so I'm not sure if there are additional hiccups.