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DocuSign Status Column Not Updating Consistently (Non-Mapping Issue)
Hi Smartsheet Community, We’re hoping to tap into the collective expertise here about a DocuSign integration issue. Here’s our setup: •All information is collected via a Smartsheet form. •Based on certain cell values, one of several DocuSign integrations is triggered. •Documents are generated and routed correctly in…
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Switching the Logged in User for Docusign
When using the Docusign+Smartsheet Generate Documents integration, I used to be able to create a mapping with Docusign User A and Docusign Account A. I would test the process, make sure everything was good, and then swap out that user for Docusign User B and Docusign Account B. Now, I cannot do this, and I need to create a…
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How do I ensure the PDF doesn't save to attachments using the Docusign Integration
Hi all, Hoping someone can help. Using the docusign integration and it works great, only issue I'm having is that the PDF of the completed contract is saving to the attachments automatically. Is there a way or turning off this feature so that the attachments stay clear?
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DocuSign Web Forms intergration
Has anyone had any luck integrating with DocuSign webforms? Either created from a template, or done from scratch. Thanks
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Smartsheet integration with Docusign Demo Account
Hi there. I'd like to submit an enhancement request for Smartsheet integration with non-production Docusign accounts (Demo and/or personal sandbox). This would support standard life cycle of development and production deployments; it would also eliminate cost associated with sending test Docusign envelopes in production.…
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DocuSign Integration/Generate Document Mapping Error
Hi all, I have been added into a Dynamic View Survey where I have to "Generate Documents" via Docusign. I go through the entire process successfully up until I select the DocuSign Template I want to use. These are the steps I take below: I go into Smartsheet > click on the survey sheet in question >click on the third row >…
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I’m trying to create an online form with smart sheet integrating Docusign and need help/advice
I have a form (currently an Acrobat form) where the user would fill in the fields, then depending on the info they provide, it would need to go to different people for their signatures. This is done by them manually forwarding it on as an email attachment. For example: user John Smith fills out his info, including his…
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SmartSheet - DocuSign Document Generation Tracking Column Status
I've been testing document generation within SmartSheet integrated with DocuSign. I've created a test template where it requires multiple recipients to sign the document before completion. However, 3/5 recipients have signed the document and already on SmartSheet shows the Tracking status to be completed. Is there an…
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PDF Fillable form loses fillable fields after it is generated through Smartsheet
We created a fillable form using Adobe Acrobat and use that as the mapping for our workflow automation to generate a document. We require a digital signature after the PDF is generated, but the digital signature option on the form does not copy over through the generating of the PDF. The formatting has copied over in the…
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DocuSign Integration - Assigned Roles not able to be filled out
When creating a SmartSheet with designated named columns and using a template from DocuSign. I'm unable to assign roles in certain fields regardless if I have columns (Text/Field, Contact List etc) that are labeled towards those areas. One of the fields has a 'Conditional Placeholder' Email that I'm not able to edit or…
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Smartsheet integration with Docusign
I integrated Smartsheet with DocuSign in 2023. I made a minor change to the DocuSign document and updated the email addresses so that notifications are sent to me instead of the finance team. After making these updates, I encountered a challenge with the group email address. Smartsheet is not sending emails to the list,…
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DocuSign Mapping Glitch?
I have templates connected to my Smartsheet process where I create the mapping and use 2 columns with emails as the contacts to send out envelopes - but all of a sudden today the mapping part won't bring up these 2 columns for me to use as the emails for the contact portion when creating the DocuSign mapping? It pulls up…
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Docusign
Is Smartsheet Enterprise required to integrate Docusign?
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Add Role to Existing DocuSign Workflow
Hello, I recently took over management of a DocuSign workflow and we need to add a new role to the DocuSign template and in the mapping configuration in Smartsheet. I think I've added the new role to the DocuSign template correctly by adding a new step in the signing order and completed the new message, but the new role is…
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DocuSign + Smartsheet Integration: Blank Screen
Hi Smartsheet experts, Please help me with DocuSign Integration with Smartsheet, I am getting a blank screen when I click on e-Sign. I am an Admin in Smartsheet under a Business Account, My login location is Australia/Sydney Video https://drive.google.com/file/d/1jP_JTvNfoHASx6tcWr_TEagnQM77aXKg/view?usp=sharing Thanks…
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Does anyone know if connecting Dotloop with Smartsheet in the works?
Dotloop is similar to Docusign.
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Capture the Decline Reason for DocuSign to Smartsheet
Hello, I am trying to use the Smartsheet DocuSign integration to keep track of the signature status. I am able to track the overall status, such as sent, delivered, completed and declined. However, when a signature is declined, DocuSign will require the signer to provide a decline reason. However, I am struggling to find a…
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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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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…