Streamline document workflows right from Smartsheet with the new DocuSign integration

Maxwell Griffith
Maxwell Griffith Employee Admin
edited 06/14/22 inAdd Ons and Integrations

Hey Smartsheet Community,

As of today, Smartsheet is pleased to announce the new DocuSign integration is avaliable for all customers on Enterprise and Premier Plans!

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How does the DocuSign integration help?

With the DocuSign integration, customers can now seamlessly create custom documents with row data, send them for signature, and track the signing statuses — all from Smartsheet — in order to save time, reduce costs and errors, and ultimately drive their business forward. There is a big market opportunity here.

In app functionality examples provided below:

Combines two inputs — an existing DocuSign template and the data in your sheet — to create and send out documents that are customized for each row.

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Create and send custom documents in minutes

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Increase visibility and act faster with real-time statuses

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Sign and centralize your documents all in one platform, now with Smartsheet + DocuSign.

Comment below⬇️with your thoughts and feedback on Smartsheet's latest integration!

Best,

Smartsheet Community Team

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I understand. Unfortunately, there is no other option that I see. One thing to make it easier for you to add the name is to have a helper column in the source sheet with a formula to identify duplicates. If there is a record with no duplicate (i.e., a new name added), you can get notified through a workflow and use that to add the name to your metric sheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":106937,"type":"question","name":"Column shifting","excerpt":"Hi There, Currently, I have set up dynamic drop down in target sheet and the rule is the column index can not change (i.e. stay index 32) However, the column is shifting (i.e. from 32 to 57) but user claims they didn't move or change the column index. Is there any way we can figure out why this happening or any where we…","snippet":"Hi There, Currently, I have set up dynamic drop down in target sheet and the rule is the column index can not change (i.e. stay index 32) However, the column is shifting (i.e.…","categoryID":321,"dateInserted":"2023-06-27T07:31:13+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T08:59:15+00:00","insertUserID":161133,"insertUser":{"userID":161133,"name":"Man Chui","url":"https:\/\/community.smartsheet.com\/profile\/Man%20Chui","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T09:36:58+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-28T10:28:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3375795628,"url":"https:\/\/community.smartsheet.com\/discussion\/106937\/column-shifting","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106937\/column-shifting","format":"Rich","lastPost":{"discussionID":106937,"commentID":382758,"name":"Re: Column shifting","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382758#Comment_382758","dateInserted":"2023-06-28T08:59:15+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-28T10:28:00+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":"2023-06-28T06:56:02+00:00","dateAnswered":"2023-06-27T12:25:56+00:00","acceptedAnswers":[{"commentID":382510,"body":"

This should be present from the activity log.<\/p>


<\/p>


<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":106975,"type":"question","name":"Case sensitivity when using data mesh","excerpt":"I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including manager's email. The DataMesh is keying of of the common field of User ID. We noticed that for many of the nurses the match didn't work and also…","snippet":"I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including…","categoryID":343,"dateInserted":"2023-06-27T19:39:23+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T20:09:03+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":114017,"lastUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3375792506,"url":"https:\/\/community.smartsheet.com\/discussion\/106975\/case-sensitivity-when-using-data-mesh","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106975\/case-sensitivity-when-using-data-mesh","format":"Rich","lastPost":{"discussionID":106975,"commentID":382691,"name":"Re: Case sensitivity when using data mesh","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382691#Comment_382691","dateInserted":"2023-06-27T20:09:03+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+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":"2023-06-27T20:09:23+00:00","dateAnswered":"2023-06-27T20:09:03+00:00","acceptedAnswers":[{"commentID":382691,"body":"

Perfect. Thank you so much!<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&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":5419,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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