Document Builder DocuSign Error When Contact Column is Blank for Template Role
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?
Answers
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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
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I am having the same problem. Were you able to find a solution to this issue?
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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.
