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
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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
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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
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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
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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
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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
Happy to help!<\/p>
No, that should work as long as the sheet's permissions are okay.<\/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>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-13 19:54:33","updateUser":{"userID":147369,"name":"PeggyLang","url":"https:\/\/community.smartsheet.com\/profile\/PeggyLang","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-13T19:53:27+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":96499,"type":"question","name":"How do I override a row in a secondary sheet when the info is updated in the master sheet?","excerpt":"I have a Master sheet where all of the data is stored. I also have other secondary sheets that have just the applicable columns for those groups of people. When I update a date or cell in the master sheet, is there a way to either just update that same column in the secondary sheet with the new info or copy the entire row…","categoryID":321,"dateInserted":"2022-10-12T17:34:29+00:00","dateUpdated":null,"dateLastComment":"2022-10-13T18:35:17+00:00","insertUserID":151182,"insertUser":{"userID":151182,"name":"ajuelsgaard","url":"https:\/\/community.smartsheet.com\/profile\/ajuelsgaard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jD9qI_ZEy_o!ZBFrGdYxZ3o!BxiboRPb0pq","dateLastActive":"2022-10-13T18:53:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":151182,"lastUser":{"userID":151182,"name":"ajuelsgaard","url":"https:\/\/community.smartsheet.com\/profile\/ajuelsgaard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jD9qI_ZEy_o!ZBFrGdYxZ3o!BxiboRPb0pq","dateLastActive":"2022-10-13T18:53:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":34,"score":null,"hot":3331284586,"url":"https:\/\/community.smartsheet.com\/discussion\/96499\/how-do-i-override-a-row-in-a-secondary-sheet-when-the-info-is-updated-in-the-master-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96499\/how-do-i-override-a-row-in-a-secondary-sheet-when-the-info-is-updated-in-the-master-sheet","format":"Rich","tagIDs":[219,334],"lastPost":{"discussionID":96499,"commentID":347109,"name":"Re: How do I override a row in a secondary sheet when the info is updated in the master sheet?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/347109#Comment_347109","dateInserted":"2022-10-13T18:35:17+00:00","insertUserID":151182,"insertUser":{"userID":151182,"name":"ajuelsgaard","url":"https:\/\/community.smartsheet.com\/profile\/ajuelsgaard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jD9qI_ZEy_o!ZBFrGdYxZ3o!BxiboRPb0pq","dateLastActive":"2022-10-13T18:53:37+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":"2022-10-13T18:34:15+00:00","dateAnswered":"2022-10-12T18:33:32+00:00","acceptedAnswers":[{"commentID":346948,"body":"
As far as copying the rows to the secondary sheet, what I do is just hide the unnecessary columns. Other than that you can just have vlookup or index\/match formulas in the columns on the secondary sheet to pull data from the first sheet.<\/p>"},{"commentID":346950,"body":"
So when you hide the columns on the secondary sheet, they stay hidden even when new rows are coming over.<\/p>
I do this both ways depending on how much data we're talking about. If I only need like 2 columns of data, I'll use INDEX\/MATCH.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-13 18:33:52","updateUser":{"userID":151182,"name":"ajuelsgaard","url":"https:\/\/community.smartsheet.com\/profile\/ajuelsgaard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jD9qI_ZEy_o!ZBFrGdYxZ3o!BxiboRPb0pq","dateLastActive":"2022-10-13T18:53:37+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":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":96475,"type":"question","name":"Connecting an Excel Sheet to a Smartsheet field?","excerpt":"Hello, Is there a way to create a drop-down field in a form, with values that come from an excel sheet? In other words, can you connect an excel sheet to a Smartsheet, and have dropdown values generated from that excel sheet? I need my users to be able to click on the drop-down field, start typing in a code, and have their…","categoryID":321,"dateInserted":"2022-10-11T22:22:14+00:00","dateUpdated":null,"dateLastComment":"2022-10-12T04:36:27+00:00","insertUserID":153427,"insertUser":{"userID":153427,"name":"cyarian","url":"https:\/\/community.smartsheet.com\/profile\/cyarian","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-12T15:45:16+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2022-10-14T04:04:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":42,"score":null,"hot":3331076921,"url":"https:\/\/community.smartsheet.com\/discussion\/96475\/connecting-an-excel-sheet-to-a-smartsheet-field","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96475\/connecting-an-excel-sheet-to-a-smartsheet-field","format":"Rich","lastPost":{"discussionID":96475,"commentID":346859,"name":"Re: Connecting an Excel Sheet to a Smartsheet field?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/346859#Comment_346859","dateInserted":"2022-10-12T04:36:27+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2022-10-14T04:04:42+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":"2022-10-12T14:21:29+00:00","dateAnswered":"2022-10-12T04:36:27+00:00","acceptedAnswers":[{"commentID":346859,"body":"
@cyarian<\/a> You would need to use Smartsheet's premium app Data Shuttle to do this.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-12 14:21:29","updateUser":{"userID":153427,"name":"cyarian","url":"https:\/\/community.smartsheet.com\/profile\/cyarian","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-12T15:45:16+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":[]}">