数字签名

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

你好,

我搜索过这个话题，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用另一个软件来做，但那是2017年的。我想知道这个话题是否有最新进展。

提前谢谢!

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评论

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    你好何塞,

    Smartsheet没有一个集成的数字签名解决方案，但它与DocuSign和其他产品一起工作很好。DocuSign集成非常出色，因为已签名的文档被附加到Smartsheet中的引用行。

    根据您的具体需求，另一种选择可能是使用Approval Alerts。

    这样能行吗?

    祝你度过美好的一周!

    最好的

    她名叫Stara

    工作流顾问@ Get Done咨询

    Smartsheet专家顾问和合作伙伴

    https://workbold.com/

    她名叫Stara|工作流顾问/ CEO @工作大胆

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

    请随时联系我有关Smartsheet的帮助，集成，一般的工作流程建议，或其他完全的东西。

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  • Jana@al-a
    (电子邮件保护)

    嘿,她名叫

    你给Jose的回复其实对我帮助很大。你是在DocuSign中设置审批文件的签名，然后在Smartsheet中自动更新，还是反过来?我们该如何设置它呢?假设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。我如何设置总监以电子方式签署文件，并将表格中的相关行更新为“批准”?

    问候,

    Jana英国人

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  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨Jana,

    太好了!

    不幸的是，DocuSign不能将任何信息更新到Smartsheet(除了添加已签名的文档)。使用集成有几种不同的方法。您可以从DocuSign中的附件启动签名过程，也可以从Smartsheet Lab部分启动该过程，但在此之前，您必须在DocuSign中设置模板。

    有什么我能帮忙的尽管说!

    祝你度过美好的一周!

    最好的

    她名叫Stara

    工作流顾问@ Get Done咨询

    Smartsheet专家顾问和合作伙伴

    https://workbold.com/

    她名叫Stara|工作流顾问/ CEO @工作大胆

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

    请随时联系我有关Smartsheet的帮助，集成，一般的工作流程建议，或其他完全的东西。

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  • Jana@al-a
    (电子邮件保护)

    非常感谢。首先要获取DocuSign笑脸．你是否知道其他可以使用的设计软件?

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  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    乐意帮忙!

    这取决于你的需求。你还可以通过第三方工具(如Zapier或类似工具)连接其他服务。

    我还没有发现任何东西与Smartsheet的集成程度能与DocuSign相比。当我的客户需要一个签名解决方案或类似的，这是我推荐的。(也因为我是建立工作流程的人)眨眼

    你能告诉我更多关于这个过程以及你想用它来做什么吗?

    最好的

    她名叫

    Smartsheet专家顾问和合作伙伴

    https://workbold.com/

    她名叫Stara|工作流顾问/ CEO @工作大胆

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

    请随时联系我有关Smartsheet的帮助，集成，一般的工作流程建议，或其他完全的东西。

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  • Avantika米
    Avantika米 ✭✭✭✭✭✭

    @Andree Stara你好!我正在查找如何将签名集成到表单/表单中，偶然发现了这个线程..你知道是否有可能在提交表格之前让外部方签名吗?

    例如，如果我想要一个日志本来标记谁在接收某件东西，并让接收它的人在它上签名，我可以使用DocuSign/ smartsheet集成来实现这个功能吗?我需要一个什么样的DocuSign账户——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
    她名叫Stara ✭✭✭✭✭✭

    嗨@Avantika米

    目前，还没有与DocuSign的实时集成，但即将有一个新的集成。

    如果您使用的是Smartsheet表单，那么必须先提交，然后手动打开DocuSign，所以目前，我建议使用审批工作流或在DocuSign中启动流程。

    据我所知，您不需要使用整个CLM。

    有意义吗?

    这样能行吗?

    我希望这能有所帮助!

    注意安全，祝你有一个美好的一周!

    最好的

    她名叫Stara|工作流顾问/ 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?请帮助社区把它标记为可接受的答案/有帮助．这将使别人更容易找到解决方案或帮助回答!

    Smartsheet专家顾问和合作伙伴

    https://workbold.com/

    她名叫Stara|工作流顾问/ CEO @工作大胆

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

    请随时联系我有关Smartsheet的帮助，集成，一般的工作流程建议，或其他完全的东西。

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  • 美莉Oti
    美莉Oti ✭

    @她名叫Stara我尝试获得DocuSign，但它被弃用，不接受新用户注册。对于在智能表格中添加电子签名，你还有什么建议吗?如有任何意见，将不胜感激。

    谢谢,

    美莉Oti

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  • 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的替代方案。DocuSign的客户服务和计费方式是最差的。

    我一直在看SmartSheet，但需要一个签名选项。你还有别的选择吗?

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  • 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，还有其他的选择。

    你还需要更具体的什么?

    例如，您可以使用第三方集成Zapier连接到许多其他服务。

    我希望这能有所帮助!

    注意安全，祝你有一个美好的一周!

    最好的

    她名叫Stara|工作流顾问/ 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?请帮助社区把它标记为可接受的答案/有帮助．这将使别人更容易找到解决方案或帮助回答!

    Smartsheet专家顾问和合作伙伴

    https://workbold.com/

    她名叫Stara|工作流顾问/ CEO @工作大胆

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

    请随时联系我有关Smartsheet的帮助，集成，一般的工作流程建议，或其他完全的东西。

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  • Primoz
    Primoz ✭

    @Andree Stara我看到了你的答案@Avantika米从2020年底开始。Smartsheet是否开发了在表单提交之前进行签名的选项?我想做一个访问者的日志，并让他们在提交之前签名，以摆脱目前使用的纸和笔的解决方案，并保持它的简单，没有警卫必须生成一个文档，访问者可以使用DocuSign或类似的解决方案签署文档。

    谢谢你的反馈，普里莫兹

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类别

@jlykens<\/a> <\/p>

Happy to help!<\/p>

No. A helper column, in this case, would be a column you add (checkbox), and then you'd add the last step to the Workflow that checks the box the first time it's run and add a condition to the Workflow that it should only trigger if the checkbox in the helper column is unchecked.<\/p>

Make sense?<\/p>

<\/p>

✅Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"},{"commentID":348598,"body":"

@jlykens<\/a> <\/p>

Excellent!<\/p>

The checkbox column would be near the bottom of the list.<\/p>

Did it work?<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-25 17:00:05","updateUser":{"userID":152079,"name":"jlykens","url":"https:\/\/community.smartsheet.com\/profile\/jlykens","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!wSDa8Inp0_Q!ZMNa2ZXlZLo!iUNAUXqg-pi","dateLastActive":"2022-10-25T17:04:50+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":[{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":96943,"type":"question","name":"Is there a there a way to securing share Smartsheet links without requiring end users to sign in?","excerpt":"","categoryID":321,"dateInserted":"2022-10-24T20:28:35+00:00","dateUpdated":null,"dateLastComment":"2022-10-25T13:14:35+00:00","insertUserID":154061,"insertUser":{"userID":154061,"name":"anovosel","url":"https:\/\/community.smartsheet.com\/profile\/anovosel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-25T13:49:05+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":"2022-10-26T14:47:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3333348790,"url":"https:\/\/community.smartsheet.com\/discussion\/96943\/is-there-a-there-a-way-to-securing-share-smartsheet-links-without-requiring-end-users-to-sign-in","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96943\/is-there-a-there-a-way-to-securing-share-smartsheet-links-without-requiring-end-users-to-sign-in","format":"Rich","lastPost":{"discussionID":96943,"commentID":348547,"name":"Re: Is there a there a way to securing share Smartsheet links without requiring end users to sign in?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/348547#Comment_348547","dateInserted":"2022-10-25T13:14:35+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":"2022-10-26T14:47:29+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-10-25T13:49:34+00:00","dateAnswered":"2022-10-25T13:14:35+00:00","acceptedAnswers":[{"commentID":348547,"body":"

It is as secure as your practices. It can only be accessed by someone that has that specific URL.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-25 13:49:34","updateUser":{"userID":154061,"name":"anovosel","url":"https:\/\/community.smartsheet.com\/profile\/anovosel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-25T13:49:05+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":96844,"type":"question","name":"Question Regarding Smartsheet-gSite Connectivity","excerpt":"Hello, I currently have a Smartsheet that allows users to post questions. I also have a gSite pertaining to this process with a \"list of questions asked\" section. Is there a way to connect Smartsheet with the gSite in a way so that, when a user posts a question in the Smartsheet, the question is automatically added to the…","categoryID":321,"dateInserted":"2022-10-20T17:54:58+00:00","dateUpdated":null,"dateLastComment":"2022-10-25T15:29:10+00:00","insertUserID":130903,"insertUser":{"userID":130903,"name":"Benjamin O'Leary","url":"https:\/\/community.smartsheet.com\/profile\/Benjamin%20O%27Leary","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-25T14:19:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":148574,"lastUser":{"userID":148574,"name":"Ryan Sides","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ryan%20Sides","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu03N-eM91LppALCfccJ9FAxCZ9_6rqdFYbvOL4lgA=s96-c","dateLastActive":"2022-10-26T13:49:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":33,"score":null,"hot":3333002048,"url":"https:\/\/community.smartsheet.com\/discussion\/96844\/question-regarding-smartsheet-gsite-connectivity","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96844\/question-regarding-smartsheet-gsite-connectivity","format":"Rich","lastPost":{"discussionID":96844,"commentID":348585,"name":"Re: Question Regarding Smartsheet-gSite Connectivity","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/348585#Comment_348585","dateInserted":"2022-10-25T15:29:10+00:00","insertUserID":148574,"insertUser":{"userID":148574,"name":"Ryan Sides","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ryan%20Sides","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu03N-eM91LppALCfccJ9FAxCZ9_6rqdFYbvOL4lgA=s96-c","dateLastActive":"2022-10-26T13:49:31+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-10-25T14:19:40+00:00","dateAnswered":"2022-10-20T19:54:15+00:00","acceptedAnswers":[{"commentID":348056,"body":"

@Benjamin O'Leary<\/a> <\/p>

Hi Benjamin, not natively. This also depends on your gSite setup. You have a few options, depending on your situation:<\/p>

1) You could \"publish\" your Smartsheet sheet of questions and embed it on your gSite<\/p>

2) You could send your Smartsheet questions to a Google sheet (via Zapier) and connect the Google Sheet to your gSite <\/p>

3) You could connect your Smartsheet to the gSite through a custom API build, but you would stll need something on your gSite to \"receive\" the data coming from Smartsheet. So this might be overkill for what you're trying to accomplish.<\/p>

Without knowing your gSite setup and the way that data is configured, it's hard to offer a solution for you.<\/p>

Ryan<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-25 14:19:40","updateUser":{"userID":130903,"name":"Benjamin O'Leary","url":"https:\/\/community.smartsheet.com\/profile\/Benjamin%20O%27Leary","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-25T14:19:17+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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">