-
Smartsheet & Docusign integration - Error for sending docs due to "failed email and/or name cells"
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…
-
Docusign clearing formulas once complete
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…
-
DocuSign mapping not sending
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"?
-
I'm back with my newest Docusign Integration question
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…