DocuSign
Discussion List
- Hi all, I have been added into a Dynamic View Survey where I have to "Generate Documents" via Docusign. I go through the entire process successfully up until I select the DocuSign Template I want to u…
- Can you please add the Docusign SMS field in the document builder Docusign E-signature functionality. Currently the e-mail filed is functional but in reality it is more reliable to use SMS when your s…
- I have a form (currently an Acrobat form) where the user would fill in the fields, then depending on the info they provide, it would need to go to different people for their signatures. This is done b…
- I've been testing document generation within SmartSheet integrated with DocuSign. I've created a test template where it requires multiple recipients to sign the document before completion. However, 3/…
- We created a fillable form using Adobe Acrobat and use that as the mapping for our workflow automation to generate a document. We require a digital signature after the PDF is generated, but the digita…
- When creating a SmartSheet with designated named columns and using a template from DocuSign. I'm unable to assign roles in certain fields regardless if I have columns (Text/Field, Contact List etc) th…
- I integrated Smartsheet with DocuSign in 2023. I made a minor change to the DocuSign document and updated the email addresses so that notifications are sent to me instead of the finance team. After ma…
- I have templates connected to my Smartsheet process where I create the mapping and use 2 columns with emails as the contacts to send out envelopes - but all of a sudden today the mapping part won't br…
- Is Smartsheet Enterprise required to integrate Docusign?
- Hello, I recently took over management of a DocuSign workflow and we need to add a new role to the DocuSign template and in the mapping configuration in Smartsheet. I think I've added the new role to …