Docusign/Generate Document

Charlene Stacy ✭✭✭✭

08/09/21 edited 06/14/22 inAdd Ons and Integrations

I have been using DocuSign/Generate Document from the beginning. Is anyone else experiencing this scenario? The process is used on a quarterly basis, today when attempting to generate documents from an existing mapping that was last accessed on 4/22/21 the message popped up "An Error has Occurred" "We're sorry, something isn't quite working right. Please try again. If you continue to experience this issue, please contact us." I attempted to EDIT the Mapping and received the same message; I could not edit or generate documents with the mapped letter. The browser is Chrome, I was signed into the DocuSign Account on another tab that is associated with the sheet. The template I used in Docusign, was "Eligible for Matching". I refreshed the sheet in Smartsheet and again accessed Generate Document, however this time I selected +CREATE, selected E-Sign, Log in to Docusign. The message appeared to "try again", I clicked the box again and the system connected to the Docusign account. I then exited the +Create steps(I exited this set up because I must maintain the existing tracking column on my sheet, it is linked to a cross formula metric sheet to record the number of sent, completed, void letters) I went back into the sheet, refreshed and selected Generate Documents, it worked. Somehow over a period of time the log in connection to Docusign is breaking and needs to be reestablished. Has anyone else experienced this?

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Hi @Matthew LeMasonry<\/a> <\/p>

No, it currently isn't possible to share the Data Shuttle workflow configuration with another account. The set-up for that workflow is associated with one account. (Please let our Product team know of your feature request by filling in this form, here!)<\/a><\/p>

That said, many team members will be able to trigger<\/em> that workflow, depending on what that trigger is. For example, if the workflow is based on an attachment, any user can upload the attachment for the workflow. Does that make sense?<\/p>

If you are looking to transfer workflows because a user has left the organization, you could potentially update the Primary email address associated with the account that owns the configurations. This will allow you to gain access to the Data Shuttle workflows from the new email. Keep in mind this would need to be an email that does not currently have a Smartsheet account. See: Admin Center: Add, Edit, and Delete Individual Users with User Management<\/a><\/p>

Cheers,<\/p>

Hey @Macorne<\/a> <\/p>

I checked in with our Support team and they confirmed that two other users had reported a similar behaviour as well. Thank you for your patience and persistence as we looked into this!<\/p>

We've since had confirmation that there has been a fix in the Print behaviour for the Calendar app as of this weekend. Please try again and let us know if this has now been resolved for you. <\/p>

Cheers,<\/p>

I figured out a workaround -- if the date is entered in long form in a text column instead of a date column, it populates as entered. <\/p>

Don't know if there is another way to affect the formatting if populating from a date column.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":1},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":626,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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