I set up a docusign document generation to have a tracking column and to sync with columns in my sheet when the fields were edited. We just completed an experimental round and the tracking column updated to Sent, but did not update to Completed and the edited field did not change in the spreadsheet. What do I need to do to…
To be able to have the Project Name be the envelope name and generate fully from Smartsheet. Right now, the draft in DocuSign is the only applicable way to really use it for a large company. So my accounting director doesn't have all the unnamed documents coming to her in addition to all other departments sending her…
Help! We recently upgraded our docusign account and then had to recreate our templates and remap them in our grid. When using the "Generate and Send with Docusign" automation, Docusign sends the signers blank documents. Why is it sending before populating the document? What am I doing wrong?
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…
Add radio button mapping and syncing to the Docusign integration.
Hi, I am trying to map a docusign template from smartsheet document builder however, can't drag fields into the documents. Any help would be appreciated. Thanks
Hi, I established an integration between Smartsheet and Docusign. I have assigned roles in Docusign and mapped the relevant columns in Smartsheet. In smartsheet I enabled the relevant colums to be contactlists. The contact I used for testing is my own name + email address (which should be correct). Neverthess, I get an…
This became a problem in the recent year but I have a Docusign fill out mapped to one of my SmartSheets and maps in the cells to the areas I fill out on a line basis. I will go through my usual process and send the Docusign however, once the Docusign is signed by the recipient and then completed by me, the entire row will…
I have everything set up to be able to generate an envelope from Smartsheet - but it won't send and gives me an error message of "failed to update status column" and I am not sure why this is. Can anyone help me figure out why it is saying "failed to update status column"?
Thanks for all the folks who have helped me with other issues its been invaluable. I've noticed that the docusign integration with Smartsheet is particularly finicky. My current question is related to generating documents from Envelopes. When I attempt to attach a template from a Docusign Envelope that I have access to it…
