数字签名

若泽·达席尔瓦
若泽·达席尔瓦 ✭✭✭✭✭✭
编辑12/09/19 在内容基本知识

你好,

我已经搜索了这个主题，但我不能直接找到我要找的东西。

Smartsheet上是否有任何不需要将我们的服务与其他软件配对的数字签名功能?

我看到的所有解决方案都是关于使用另一种软件来做到这一点，但这些都是2017年的。我想知道关于这一问题是否有新的进展。

提前感谢!

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评论

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    你好何塞,

    Smartsheet没有集成的数字签名解决方案，但它与DocuSign和其他软件配合得很好。DocuSign集成非常出色，因为签名的文档被附加到Smartsheet中的引用行。

    另一个取决于你具体需要的选择是使用审批提醒。

    这样行吗?

    祝你一周愉快!

    最好的

    她名叫Stara

    工作流程顾问@完成咨询

    智能表专家顾问兼合伙人

    https://workbold.com/

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

  • Jana@al-a
    (电子邮件保护)

    嘿,她名叫

    你给Jose的回复对我帮助很大。您是否在DocuSign中设置了要批准的文件签名，然后在Smartsheet中自动更新，还是相反?一个人该如何设置它呢?比方说，我需要一位主管签字批准一项会对项目产生财务影响的任务。我如何设置董事以电子方式签署文件，并将表格内的相关行更新为“已批准”?

    问候,

    Jana英国人

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨Jana,

    太好了!

    不幸的是，DocuSign不能更新任何信息到Smartsheet(除了添加签名的文档)。有几种不同的方法可以使用这个积分。您可以从DocuSign中的附件启动签名过程，也可以从Smartsheet Lab部分启动签名过程，但在此之前，您必须在DocuSign中设置模板。

    如果有什么需要我帮忙的，请告诉我!

    祝你一周愉快!

    最好的

    她名叫Stara

    工作流程顾问@完成咨询

    智能表专家顾问兼合伙人

    https://workbold.com/

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

  • Jana@al-a
    (电子邮件保护)

    非常感谢。首先要获得DocuSign吗笑脸．你知道其他可以使用的签名软件吗?

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    很乐意帮忙!

    这取决于你的需求。你还可以在第三方工具(如Zapier或类似工具)的帮助下连接其他服务。

    我发现没有什么能像DocuSign那样与Smartsheet集成。当我的客户需要签名解决方案或类似的解决方案时，我推荐它。(也因为我是设置工作流程的人)眨眼

    你能告诉我更多关于这个过程和你想用它做什么吗?

    最好的

    她名叫

    智能表专家顾问兼合伙人

    https://workbold.com/

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

  • Avantika米
    Avantika米 ✭✭✭✭✭✭

    @Andree Stara你好!我正在查找如何将签名集成到表格/表格中，并遇到了这个线程。在提交表格之前，您是否可以让外部机构在表格上签字?

    例如，如果我有一个日志簿来标记谁收到了一些东西，并由接收它的人签名，我可以用DocuSign/ smartsheet集成来做这件事吗?我需要什么样的DocuSign帐户-基本的还是整个CLM?


    提前非常感谢!

    周末愉快

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨@Avantika米

    目前，还没有与DocuSign的实时集成，但有一个新的即将到来。

    如果您使用Smartsheet表单，则必须提交它，然后需要手动打开DocuSign，所以目前，我建议使用Approval Workflow或在DocuSign中启动该过程。

    据我所知，您不需要使用整个CLM。

    有意义吗?

    这样行吗?

    我希望这对你有帮助!

    注意安全，祝你度过美好的一周!

    最好的

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    ✅我的帖子是否帮助或回答了你的问题或解决了你的问题?请帮助社区将其标记为可接受的答案/有用的．这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

    https://workbold.com/

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

  • 美莉Oti
    美莉Oti ✭

    ＠她名叫Stara我试图获得DocuSign，但它被弃用，不接受新用户注册。你还能推荐什么方法把电子签名添加到智能表上吗?任何想法都将非常感激。

    谢谢,

    美莉Oti

  • 芭芭拉·罗斯
    芭芭拉·罗斯 ✭

    我正在阅读这篇文章，因为我目前正在寻找DocuSign的替代品。DocuSign的客户服务和计费做法是最差的。

    我一直在看SmartSheet，但需要签名选项。你还有其他选择吗?

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨@Barbara罗斯

    很遗憾听到你使用DocuSign的经历。

    是的，还有其他选择。

    你更具体地需要什么?

    例如，您可以使用第三方集成Zapier来连接许多其他服务。

    我希望这对你有帮助!

    注意安全，祝你度过美好的一周!

    最好的

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    ✅我的帖子是否帮助或回答了你的问题或解决了你的问题?请帮助社区将其标记为可接受的答案/有用的．这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

    https://workbold.com/

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

  • Primoz
    Primoz ✭

    @Andree Stara我看到你的答案了@Avantika米从2020年底开始。Smartsheet是否开发了在提交表格之前签名的选项?我想做一个访客的日志，让他们在提交之前签名，以摆脱目前使用的纸笔解决方案，并保持简单，而不需要Guard生成一个访客可以使用DocuSign或类似解决方案签署的文件。

    谢谢你的反馈，普里莫兹

类别

Hi @jhickok<\/a> <\/p>

Since you've built your table out so nicely, I would actually write this formula a little differently. Instead of using IF statements, I'd use one INDEX(COLLECT to evaluate your 3 columns as one whole range each. <\/p>

=INDEX(COLLECT({Rating Column}, {Min Column}, <=[What Numeric]@row, {Max Column}, >=[What Numeric]@row), 1)<\/p>

This way you can add\/update your table and the formula will auto-adjust without you needing to add any more IF statements. See: Formula combinations for cross sheet references<\/a><\/p>

Let me know if that makes sense and works for you!<\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-11 18:46:57","updateUser":{"userID":152232,"name":"jhickok","url":"https:\/\/community.smartsheet.com\/profile\/jhickok","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-11T18:46:58+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":96408,"type":"question","name":"Automated Workflow - Copy Rows","excerpt":"Hi! I'm hoping this is an easy answer! I have a worksheet (grid) where I want every single row\/column copied to another sheet (grid) every Monday. I set up an automated workflow with no conditions, and it's not working. I ran it to test this morning to no avail. Do I need to set conditions? Is that the issue? Thank you! -T","categoryID":321,"dateInserted":"2022-10-10T18:20:05+00:00","dateUpdated":null,"dateLastComment":"2022-10-10T18:28:55+00:00","insertUserID":134933,"insertUser":{"userID":134933,"name":"Taylar Rodgers","url":"https:\/\/community.smartsheet.com\/profile\/Taylar%20Rodgers","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nNfc_347Db4!hMHTIRzoLX4!9v0U4w3sDeJ","dateLastActive":"2022-10-11T12:57:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":67611,"lastUser":{"userID":67611,"name":"Michael Culley","url":"https:\/\/community.smartsheet.com\/profile\/Michael%20Culley","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9BX019BZTFOW\/n0CCMUI3GCT23.jpg","dateLastActive":"2022-10-11T19:43:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":32,"score":null,"hot":3330853140,"url":"https:\/\/community.smartsheet.com\/discussion\/96408\/automated-workflow-copy-rows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96408\/automated-workflow-copy-rows","format":"Rich","lastPost":{"discussionID":96408,"commentID":346656,"name":"Re: Automated Workflow - Copy Rows","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/346656#Comment_346656","dateInserted":"2022-10-10T18:28:55+00:00","insertUserID":67611,"insertUser":{"userID":67611,"name":"Michael Culley","url":"https:\/\/community.smartsheet.com\/profile\/Michael%20Culley","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9BX019BZTFOW\/n0CCMUI3GCT23.jpg","dateLastActive":"2022-10-11T19:43:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/U5UMXAO5XWWF\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-10-11T12:57:19+00:00","dateAnswered":"2022-10-10T18:28:55+00:00","acceptedAnswers":[{"commentID":346656,"body":"

Click on the \"Run once\" and change it to custom then weekly.<\/p>

Also you may need a condition if I'm not mistaken. Maybe something easy like if a column is not blank type of thing. Pick a column that will never be blank.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-11 12:57:19","updateUser":{"userID":134933,"name":"Taylar Rodgers","url":"https:\/\/community.smartsheet.com\/profile\/Taylar%20Rodgers","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nNfc_347Db4!hMHTIRzoLX4!9v0U4w3sDeJ","dateLastActive":"2022-10-11T12:57:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":96245,"type":"question","name":"How do you create new Programs within Control Centre?","excerpt":"Hopefully a really simple question... I have the PMO Program in Control Centre and that's working well with blueprints etc, however I want to setup another program for Finance and I can't see how or where to do this?","categoryID":343,"dateInserted":"2022-10-05T11:05:48+00:00","dateUpdated":"2022-10-06T12:08:23+00:00","dateLastComment":"2022-10-11T12:35:17+00:00","insertUserID":136915,"insertUser":{"userID":136915,"name":"Matthew LeMasonry","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matthew%20LeMasonry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-11T12:32:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":91566,"lastUserID":136915,"lastUser":{"userID":136915,"name":"Matthew LeMasonry","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matthew%20LeMasonry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-11T12:32:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":52,"score":null,"hot":3330461465,"url":"https:\/\/community.smartsheet.com\/discussion\/96245\/how-do-you-create-new-programs-within-control-centre","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96245\/how-do-you-create-new-programs-within-control-centre","format":"Rich","tagIDs":[466],"lastPost":{"discussionID":96245,"commentID":346737,"name":"Re: How do you create new Programs within Control Centre?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/346737#Comment_346737","dateInserted":"2022-10-11T12:35:17+00:00","insertUserID":136915,"insertUser":{"userID":136915,"name":"Matthew LeMasonry","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matthew%20LeMasonry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-11T12:32:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-10-11T12:35:21+00:00","dateAnswered":"2022-10-11T12:35:17+00:00","acceptedAnswers":[{"commentID":346737,"body":"

Hi All, I needed to ask the Customer Success \/ Support team to set this up for me as it looks like I couldn't do this on my own.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-11 12:35:21","updateUser":{"userID":136915,"name":"Matthew LeMasonry","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matthew%20LeMasonry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-11T12:32:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"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":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":466,"urlcode":"control-center","name":"Control Center"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">