数字签名
评论
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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
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。
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(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
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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
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。
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(电子邮件保护) ✭
非常感谢。首先要获得DocuSign吗
。你知道其他可以使用的签名软件吗?
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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)
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
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。
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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
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她名叫Stara ✭✭✭✭✭✭
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
✅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
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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。
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美莉Oti ✭✭
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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?
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她名叫Stara ✭✭✭✭✭✭
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
✅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
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。
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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
You are welcome. One Day the platform will allow this but for now we wait. If my answer was sufficient please mark your question as answered.<\/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":[]},"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":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":105945,"type":"question","name":"Dashboard reports not showing on published dashboard in SharePoint","excerpt":"I have embedded a Smartsheet dashboard in a SharePoint Online site. Some reports show just fine, two do not and I can't figure out why. I published the dashboard and grabbed the embed code. Used an embed web part in SharePoint to embed the dashboard. Two reports show fine, the other two have errors. There is nothing…","categoryID":321,"dateInserted":"2023-06-02T12:17:45+00:00","dateUpdated":null,"dateLastComment":"2023-06-02T12:33:24+00:00","insertUserID":81546,"insertUser":{"userID":81546,"name":"Andrea Zenner","url":"https:\/\/community.smartsheet.com\/profile\/Andrea%20Zenner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-03\/c8\/bb\/nc8bb6b7bd2a9297545e5baeb6a5ba8ed.jpg","dateLastActive":"2023-06-02T12:33:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-02T20:54:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":34,"score":null,"hot":3371419869,"url":"https:\/\/community.smartsheet.com\/discussion\/105945\/dashboard-reports-not-showing-on-published-dashboard-in-sharepoint","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/105945\/dashboard-reports-not-showing-on-published-dashboard-in-sharepoint","format":"Rich","tagIDs":[265,292],"lastPost":{"discussionID":105945,"commentID":378523,"name":"Re: Dashboard reports not showing on published dashboard in SharePoint","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/378523#Comment_378523","dateInserted":"2023-06-02T12:33:24+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-02T20:54:24+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\/PF6NIRYD5DHX\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-02T12:34:10+00:00","dateAnswered":"2023-06-02T12:33:24+00:00","acceptedAnswers":[{"commentID":378523,"body":"
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