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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?
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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