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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…
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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: 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…