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How do I ensure the PDF doesn't save to attachments using the Docusign Integration
Hi all, Hoping someone can help. Using the docusign integration and it works great, only issue I'm having is that the PDF of the completed contract is saving to the attachments automatically. Is there a way or turning off this feature so that the attachments stay clear?
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DocuSign Web Forms intergration
Has anyone had any luck integrating with DocuSign webforms? Either created from a template, or done from scratch. Thanks
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Smartsheet integration with Docusign Demo Account
Hi there. I'd like to submit an enhancement request for Smartsheet integration with non-production Docusign accounts (Demo and/or personal sandbox). This would support standard life cycle of development and production deployments; it would also eliminate cost associated with sending test Docusign envelopes in production.…
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Docusign
Is Smartsheet Enterprise required to integrate Docusign?
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DocuSign Integration/Generate Document Mapping Error
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 use. These are the steps I take below: I go into Smartsheet > click on the survey sheet in question >click on the third row >…
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Docusign SMS functionality
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 sending sign request to the recepients. Cheers
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I’m trying to create an online form with smart sheet integrating Docusign and need help/advice
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 by them manually forwarding it on as an email attachment. For example: user John Smith fills out his info, including his…
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SmartSheet - DocuSign Document Generation Tracking Column Status
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, 3/5 recipients have signed the document and already on SmartSheet shows the Tracking status to be completed. Is there an…
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PDF Fillable form loses fillable fields after it is generated through Smartsheet
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 digital signature option on the form does not copy over through the generating of the PDF. The formatting has copied over in the…
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DocuSign Integration - Assigned Roles not able to be filled out
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) that are labeled towards those areas. One of the fields has a 'Conditional Placeholder' Email that I'm not able to edit or…