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 …
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 smarts…
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 e…
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 parti…
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…
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 re…
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 s…
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…
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 attach…