Can Smartsheet generate a document and then send it out for docusign?

kbegin · 11/08/24

I've recently discovered the generate document workflow and DocuSign feature in smartsheet. Is there a way to have Smartsheet create/autofill a document and then automate a process to send it out for docu-sign? So far I've only found a way to do one or the other-create a document OR manually send for DocuSign. Thanks in advance!

ChristianFinke · 11/08/24

Hi @kbegin

Unfortunately Smartsheet doesn’t fully automate the process of generating a document and directly sending it out for DocuSign in one seamless workflow. You can set up a workflow to generate/autofill a document, but sending it for DocuSign still requires a manual step.

A workaround is to set up a two-step process:

Generate the Document: Use Smartsheet's document generation workflow to create and save the document.
Send for DocuSign: Set a reminder or notification to manually initiate the DocuSign process after generation.

I also hope Smartsheet will add this automation in the future!

Please let me know if you would like help from my team to build this out, or if there is anything in the future you'd like assistance with inside Smartsheet.

Best,

ChristianFinke · 11/08/24

Hi @kbegin

Unfortunately Smartsheet doesn’t fully automate the process of generating a document and directly sending it out for DocuSign in one seamless workflow. You can set up a workflow to generate/autofill a document, but sending it for DocuSign still requires a manual step.

A workaround is to set up a two-step process:

Generate the Document: Use Smartsheet's document generation workflow to create and save the document.
Send for DocuSign: Set a reminder or notification to manually initiate the DocuSign process after generation.

I also hope Smartsheet will add this automation in the future!

Please let me know if you would like help from my team to build this out, or if there is anything in the future you'd like assistance with inside Smartsheet.

Best,

kbegin · 11/08/24

Thanks Christian. I was afraid that was the answer. I'll will take your advice on the workaround and go from there. Thanks!

ChristianFinke · 11/12/24

Of course! Let me know if you'd ever like assistance with anything in Smartsheet.

Andrée Starå · 11/12/24

https://community.smartsheet.com/discussion/133040/can-smartsheet-generate-a-document-and-then-send-it-out-for-docusign

Hi,

I hope you're well and safe!

Have you explored adding the document to DocuSign (as a template) instead and triggering it that way? I have many clients who use it like that.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Lindsay Whitbread · 11/12/24

@kbegin if you set up the template in Docusign, Smartsheet is able to send all of the required data (including checkboxes) to Docusign, and then the Docusign document will be generated and the workflow will be kicked off. This is achieved by selecting the E-SIGN option

The signed PDF is attached into Smartsheet automatically.

This is done as a single automation workflow with a single action to generate the document.

If you'd like to have a Smartsheet specialist set this up for you, reach out to solutions@infospark.com.au.

Cheers,

Lindsay

kbegin · 11/13/24

thanks, everyone! I ended up using the e-sign feature and that is bringing what i need as far as completing the fillable areas and then sending out. thank you all!

Andrée Starå · 11/13/24

https://community.smartsheet.com/discussion/comment/461977#Comment_461977

Excellent!

Happy to help!

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me 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! I appreciate it, thanks!

Can Smartsheet generate a document and then send it out for docusign?

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