DocuSign Attachment Access

Question

Hello -

I am exploring using DocuSign through Smartsheet for a process. I've created a form that includes the user uploading supporting documents. I then created the template in our DocuSign account and mapped applicable fields + required signatures.

To my understanding, attachments submitted on the form are attached to the row in Smartsheet but not included in DocuSign via generate document.

To remedy, I've created a dynamic view link where view is restricted by a contact column. The link is included in the DocuSign notification, allowing the user to view the supporting documents prior to signing.

This works in theory, but I'm worried about maintenance. The person who needs to view the supporting documents and sign would need to be added to the contact column AND added to the dynamic view shared users. As the audience gets larger and more interchangeable, this piece becomes harder to maintain and easier to miss, impacting user  experience.

Is there another way DocuSign users can view supporting documents that have been submitted via form without being provided access to the full sheet?

Paul Newcome · Answer

An existing Sys Manager can grant you Group Management access without granting Sys Admin access.

Monica.Buelna · Answer

Thank you for the suggestion! Although I'm an admin on the sheet, I do not have an admin license account and am unable to access the Admin Center to manage a user group. The Power Automate option may be what we're looking for if I can coordinate with our admin license account holder.

Paul Newcome · Answer

Do you have access to the API, someone who can build an API for you, the premium add-on Bridge, or some other similar third party app such as Power Automate?

If you have access to the API or to something/someone that can access the API, you can set up a workflow that syncs the users in the column to a sharing group.

Sharing that group to the Dynamic View means users are automatically shared to the DV as soon as they are added to the group.

Automating the group using the API or other third party apps would automate the sharing process for you.