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What would be the best way to send out a customized Docusign "envelope" through Smartsheet?
My company sends out a variety of agreements and other documents, some for signature and some are purely supplemental, for each new client we onboard. The necessary documentation is different for each client. The current process is to go in through DocuSign, select the documents required for the situation, and send them…
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DocuSign - Multiple Signature Status
Hello - I am new to the DocuSign integration process and am looking to launch this at my organization. Is there a status or a configuration I can enable in Smartsheet that will show me the signature status when multiple people are part of the process? I have enabled the tracking column (Step 5 of the configuration) with a…
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Assigned Role not configured in Docusign integration
When I'm trying to send a document from my sheet via Docusgin integration I see this error: When I look at my assigned rolls on the mapping, you can see I have 2 that are mapped to columns and 2 that go to a specific email address. The first one does not appear to cause the error, but the second one does. (see photo) For…
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Generating a Quotation based on Sheet information
Hi Thanks for taking the time to read this query. I want to use the "Generate Documents" function in order to create a quote based on information that populates my sheet using "Forms". Fortunately, I have about only 10 items they can choose from. But, how do I create the mappings for only the items they select and not…
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Smartsheet Docusign integration
Hi All, I'm looking for a little advice. I want to set up a smartsheet automation that sends a docusign form once a specific field is sent in. I know I can make the signers based on fields on a smartsheet but can I have docusign fields filled in based on columns of the smartsheet. Basically I'm gathering necessary data and…
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Is it possible to combine multiple E-Sign documents into one Docusign envelope?
We have the Docusign/Smartsheet integration feature. When the template in Smartsheet generates, it automatically sends through Docusign. However, it is generating and sending different envelopes for each one. Even timing the generation of documents and sending to a specific time in the day won't group them together, they…
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Signature on Forms
If I am using an enterprise account with Docusign integration, is there any way to add a signature option to a form?
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Compliance with DocuSign character limits
When using Document builder to generate a DocuSign Smartsheet does not follow the character limits that are set in the DocuSign template. This causing a formatting nightmare for programs where a particular mapped call could be one line of text, or 20 lines of text. The only workaround that I can find is to create helper…
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Different Contacts for Final Signer in Docusign
Hi, I have set up a template in DocuSign and linked it to Smartsheet, however, I need to be able to set who is the signer internally as it will likely be a variable depending on the type of MNDA. Does anyone know if it is possible to enter a 1st Signer (Contact Person) then have the field for the final signer be variable…
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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…
