Can you send multiple Docusign Templates based on the row criteria?

RNelson · 02/06/20

We have setup the docusign + smartsheet integration but I am trying to figure out a way for me to pick and choose which of the 8 documents I need to get included in the docusign envelope as each row will be different. For example, one row may need documents 1, 5, 7, & 8 while another may need 2, 3 & 4. Without building out 64 different templates for each possible scenario, is there any way to pick and choose which templates to use by row?

Andrée Starå · 02/06/20

Hi,

Unfortunately, as far as I know, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment to have your vote added

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

RNelson · 02/06/20

Thanks Andree! Any possible work-arounds you can think of besides making a million template variations?

Andrée Starå · 02/09/20

Happy to help!

I can't think of any workarounds at the moment, but I'll get back to the post if I do.

✅Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Can you send multiple Docusign Templates based on the row criteria?

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