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DocuSign Integration Help
Hello, New to DocuSign integration. Have gone through the mapping wizard, but when it comes time to actually drag and drop the Smartsheet fields to the PDF, I cannot do so. I read through the Smartsheet instructions and noted that you have to update the Manage PDF form fill data option to assign to placeholder (see…
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Smartsheet data not sending to DocuSign.
This process worked in the beginning; however, data is not being sent to DocuSign. I uploaded a Word document to DocuSign, mapped all fields in Smartsheet. The process runs, but I receive a blank document. I have formulas, but this has not been an issue in the past. I worked with support, and they stated that I need a PDEF…
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Document generation to Docusign Templates stopped working
I have several templates set up to generate Docusigns for signature. Everything has been working fine until this morning. The Docusigns are still getting generated, but they are not getting populated. I haven't changed any of the mappings or field names. Does anyone know how to troubleshoot and fix this problem? I have a…
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DocuSign Status Column Not Updating Consistently (Non-Mapping Issue)
Hi Smartsheet Community, We’re hoping to tap into the collective expertise here about a DocuSign integration issue. Here’s our setup: •All information is collected via a Smartsheet form. •Based on certain cell values, one of several DocuSign integrations is triggered. •Documents are generated and routed correctly in…
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Merged: Document Generator - Integrate other E-Signature Tools like Adobe Sign
This discussion has been merged.
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Switching the Logged in User for Docusign
When using the Docusign+Smartsheet Generate Documents integration, I used to be able to create a mapping with Docusign User A and Docusign Account A. I would test the process, make sure everything was good, and then swap out that user for Docusign User B and Docusign Account B. Now, I cannot do this, and I need to create a…
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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?