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Document Builder Docusign Declined Comment
Hello, I'm trying to use Document Builder to start a document in SS, route in Docusign, then pull back into SS. Its working well as long as it gets approved - but I'm looking for a way to capture the Comment entered by the DocuSign users if they reject/decline to sign. I want that DS comment to sync into a column in the…
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Docusign Workflow Not Working for Some Rows
I have a docusign integration built into a sheet. The workflow has been working until recently for one of my colleagues. I changed automation settings to "unrestricted" and the workflow continues to disable when I run it for this particular employee and while testing on a personal email address. I have added the employee…
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Unified DocuSign tracking column
Thank you SmartSheet team, for all your hard work on the DocuSign integration. We're in the process of putting together some automations to take full advantage of this feature. Meanwhile, I'm trying to avoid creating multiple DocuSign tracking columns every time I generate>create and connect a new document to a different…
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Docusign integration
I am trying to generate and route a docusign through smartsheet automation. I've mapped the required signers emails addresses from smartsheet onto the docusign template. The fields are contact fields but when the automation runs the workflow breaks and cannot execute
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Docusign Document Generation
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…
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DocuSign Naming Feature
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…
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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 Integration Help
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…
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Radio Button Mapping and Syncing to Docusign Document Builder
Add radio button mapping and syncing to the Docusign integration.
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Can't map Docusign Template from Smartsheet
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