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DocuSign Mapping Glitch?
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 bring up these 2 columns for me to use as the emails for the contact portion when creating the DocuSign mapping? It pulls up…
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Docusign
Is Smartsheet Enterprise required to integrate Docusign?
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Add Role to Existing DocuSign Workflow
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 the DocuSign template correctly by adding a new step in the signing order and completed the new message, but the new role is…
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DocuSign + Smartsheet Integration: Blank Screen
Hi Smartsheet experts, Please help me with DocuSign Integration with Smartsheet, I am getting a blank screen when I click on e-Sign. I am an Admin in Smartsheet under a Business Account, My login location is Australia/Sydney Video https://drive.google.com/file/d/1jP_JTvNfoHASx6tcWr_TEagnQM77aXKg/view?usp=sharing Thanks…
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Does anyone know if connecting Dotloop with Smartsheet in the works?
Dotloop is similar to Docusign.
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Capture the Decline Reason for DocuSign to Smartsheet
Hello, I am trying to use the Smartsheet DocuSign integration to keep track of the signature status. I am able to track the overall status, such as sent, delivered, completed and declined. However, when a signature is declined, DocuSign will require the signer to provide a decline reason. However, I am struggling to find a…
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Document Builder Docusign Declined Comment
Hello, I'm trying to use Document Builder to start a document in SS, route in Docusign, then pull back into SS. Its working well as long as it gets approved - but I'm looking for a way to capture the Comment entered by the DocuSign users if they reject/decline to sign. I want that DS comment to sync into a column in the…
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Docusign Workflow Not Working for Some Rows
I have a docusign integration built into a sheet. The workflow has been working until recently for one of my colleagues. I changed automation settings to "unrestricted" and the workflow continues to disable when I run it for this particular employee and while testing on a personal email address. I have added the employee…
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Unified DocuSign tracking column
Thank you SmartSheet team, for all your hard work on the DocuSign integration. We're in the process of putting together some automations to take full advantage of this feature. Meanwhile, I'm trying to avoid creating multiple DocuSign tracking columns every time I generate>create and connect a new document to a different…
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Docusign integration
I am trying to generate and route a docusign through smartsheet automation. I've mapped the required signers emails addresses from smartsheet onto the docusign template. The fields are contact fields but when the automation runs the workflow breaks and cannot execute
