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Can I Generate a DocuSign document that is ALSO mapped via a template?
Hello - I need to send a form to a number of people. I'd like to have them complete the form, and upon submission, automatically receive a DocuSign requesting their signature. For the DocuSign they receive, I'd like it to include their specific responses. I can set up the mapping, but it appears to only give me the option…
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Document Builder Tracking column?
I'm making a conditional checking but during the mapping process, I'm asked to specified a column on where to send it. Since I'm having 2 different columns: "Created By" & "Contact List", I can only specify one (since one person is needed to sign). So I'm creating 2 document builder based on the same template but each…
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Docusign Integration Generating Blank Documents
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?
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DocuSign: Setting the File Name
The DocuSign integration currently does not all you to change how a generated file name is saved within DocuSign. Instead of using the name of the document as specific in Smartsheet, DocuSign uses the name of the pdf file in the DocuSign template. It ignores the name of the pdf created in Smartsheet. For example, in…
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How do I append a completed docusign workflow?
We have a form for procurement where the requestor fills out a form for special procurement requests, it goes to docusign for signature, then goes to their director, and the completed form gets attached to the row. I want to be able to add a buyer's email to the buyer email column after the fact, and then the row…
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Optional 2nd Signature for Docusign integration?
I've finally figured out how to get Docusign integrated with a generated PDF contract in Smartsheet. Now I'm running into an issue with the second signatory being optional. Often, we only need 1 signature on our contracts, but sometimes, there is a co applicant that can also sign. When Smartsheet doesn't find a name or…
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DocuSign: Creating a Dynamic File Name
I am using the document generation with DocuSign capability. All but one of my fields are successfully populated in the generation and passed on to file that ends up in DocuSign. However, I am having trouble with carrying over the generated file name from Smartsheet to DocuSign. DocuSign seems to ignore the file name in…
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DocuSign Generate Document Issue
I currently have a template mapped out with the columns I want text to be generated in, however I have an issue where if there's too much text, it will overflow into the next lines and obscure the text of other fields. I know when you generate a document as a PDF it will adjust the field/text for it to fit, but I'm lost at…
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DocuSign Integration: Logging in with alternative account
We're starting to use the DocuSign integrations since we've already been using it, and like the automation offered through Smartsheet. When I set up the DocuSign and created the two mappings we have for this project, I logged into my user account with DocuSign. However, I now realize that the envelopes are sending as…
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Docusign Integration fields not consistently populating
When I send a generated e-sign document to myself, who is the administrator on the docusign account, all the Smartsheet mappings are working correctly (all the fields are transferred and displayed in the generated document). When I send the documents to anyone else, the fields are blank. I am at a loss!
