-
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 >…
-
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
-
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…
-
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…
-
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…
-
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…
-
Smartsheet integration with Docusign
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 making these updates, I encountered a challenge with the group email address. Smartsheet is not sending emails to the list,…
-
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…
-
Docusign
Is Smartsheet Enterprise required to integrate Docusign?
-
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…
