Docusign license required??

Hi. I'm trying to create an automated workflow that when the trigger is met, a generated document (via the Mapping I've already created) would be attached to the appropriate row. I've tried multiple times and it doesn't seem to be working.

So I researched in the Help Center and found in this article (https://help.smartsheet.com/articles/2482492-build-workflow-automate-document-generation) the alert stating that "At least one team member must have a Docusign license to use a workflow to generate documents automatically."

Am I reading this correctly that even though I'm not creating a document that requires a signature, it's simply a Work Order document that is auto-populated with cell data, someone on my team must have a Docusign license to create the automated workflow I'm needing? If this is the case, is there a work around involving the use of automated workflows?

Thank you,

Suzan

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Accepted answers

Lindsay Whitbread

@Suzan H , I'm pretty sure what @Naeem Ejaz is referring to is that:

To generate a PDF document in Smartsheet does not require DocuSign. DocuSign is only required if you want to collect an e-signature.

From what you put in your initial question, it looks like you just need a PDF created with data from Smartsheet and have that attached to the row. This definitely does not require Docusign.

The help article that probably best fits your needs would be here: https://help.smartsheet.com/articles/2481985-document-builder-map-columns-to-your-fillable-pdf
and
https://help.smartsheet.com/articles/2481651-generate-documents-from-sheet-data

And to automate this so that those PDF documents automatically create themselves and attach to the row. You can do that with an automation. Just set up that automation once you've got it working manually the way that you want.

Cheers,
Lindsay

All comments

amarkumar

Yes, if you’re using the Smartsheet + DocuSign workflow action to generate documents, at least one person on your team must have a DocuSign license, even if the document doesn’t require signatures.

There isn’t a true “workflow workaround” for DocuSign-based generation without a license; the practical alternative is to generate documents using Smartsheet Document Builder without the DocuSign integration (i.e., don’t use the DocuSign workflow action).

Naeem Ejaz

you should go for the Smartsheet built-in feature generate document instead of Docusign for signature thing should create an automation check box

Suzan H

Hi Naeem,

I'm not understanding what you are saying. Can you please reword your response?

Suzan

Lindsay Whitbread

Naeem Ejaz

@Suzan H

Right click on any row:

https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder

@Lindsay Whitbread Yes you are absolutely right i was referring to generate document.

Suzan H

Hi Lindsay,

I thought that was the case and wasn't able to get the automation to work properly. I've sense corrected the automation flow and have it working so that a generated document is attached to the appropriate row. Thank you.

Suzan

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