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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DocuSign的集成帮助如何?

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 figured out a workaround -- if the date is entered in long form in a text column instead of a date column, it populates as entered. <\/p>

Don't know if there is another way to affect the formatting if populating from a date column.<\/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":["discussion","question"]},"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":1},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":91824,"type":"question","name":"Dynamic View - Dropdown Lists","excerpt":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add in our own values if they don't exist in the dropdown. This has been extremely frustrating especially when trying to capture new values and…","snippet":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add…","categoryID":343,"dateInserted":"2022-06-06T17:24:20+00:00","dateUpdated":"2022-06-14T14:39:36+00:00","dateLastComment":"2023-07-19T19:59:34+00:00","insertUserID":113932,"insertUser":{"userID":113932,"name":"Emmy Anderson","url":"https:\/\/community.smartsheet.com\/profile\/Emmy%20Anderson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jplUI_CI3bw!8o9VN1d3-no!6TkM7ozjpN6","dateLastActive":"2023-05-04T14:55:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":159135,"lastUser":{"userID":159135,"name":"Meredith Rhodes","url":"https:\/\/community.smartsheet.com\/profile\/Meredith%20Rhodes","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nAHTX1zFB30!3-DcP2_U_mU!0YuvNuMRG8s","dateLastActive":"2023-07-21T19:49:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":435,"score":null,"hot":3344336634,"url":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","format":"Rich","tagIDs":[319],"lastPost":{"discussionID":91824,"commentID":386084,"name":"Re: Dynamic View - Dropdown Lists","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386084#Comment_386084","dateInserted":"2023-07-19T19:59:34+00:00","insertUserID":159135,"insertUser":{"userID":159135,"name":"Meredith Rhodes","url":"https:\/\/community.smartsheet.com\/profile\/Meredith%20Rhodes","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nAHTX1zFB30!3-DcP2_U_mU!0YuvNuMRG8s","dateLastActive":"2023-07-21T19:49:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-06-08T12:36:40+00:00","dateAnswered":"2022-06-06T18:38:56+00:00","acceptedAnswers":[{"commentID":332119,"body":"

Hi @Emmy Anderson<\/a> <\/p>

You are not missing anything. This is how DV works with dropdowns unfortunately. My work around in the past is to create an other option in the drop down, user chooses save. Then have logic built for a text field that appears so the user can input the values not present in dropdown. <\/p>

Hope this helps<\/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":["discussion","question"]},"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":319,"urlcode":"functionality","name":"functionality"}]},{"discussionID":107733,"type":"question","name":"Active Directory Integration","excerpt":"Hello, We have recently setup our Active Directory Integration. Are we able to pull data that is included in AD into a sheet in Smartsheet? For example: Name, Title, Department? And if so, how? Thanks, Melitta","snippet":"Hello, We have recently setup our Active Directory Integration. Are we able to pull data that is included in AD into a sheet in Smartsheet? For example: Name, Title, Department?…","categoryID":343,"dateInserted":"2023-07-18T14:35:41+00:00","dateUpdated":null,"dateLastComment":"2023-07-19T19:00:49+00:00","insertUserID":131821,"insertUser":{"userID":131821,"name":"Melitta","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Melitta","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!7FjR-2zeSSY!zOlQs_Tjxjo!J3yyx3hqT9S","dateLastActive":"2023-07-21T14:38:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":131821,"lastUser":{"userID":131821,"name":"Melitta","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Melitta","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!7FjR-2zeSSY!zOlQs_Tjxjo!J3yyx3hqT9S","dateLastActive":"2023-07-21T14:38:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":36,"score":null,"hot":3379485390,"url":"https:\/\/community.smartsheet.com\/discussion\/107733\/active-directory-integration","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107733\/active-directory-integration","format":"Rich","lastPost":{"discussionID":107733,"commentID":386058,"name":"Re: Active Directory Integration","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386058#Comment_386058","dateInserted":"2023-07-19T19:00:49+00:00","insertUserID":131821,"insertUser":{"userID":131821,"name":"Melitta","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Melitta","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!7FjR-2zeSSY!zOlQs_Tjxjo!J3yyx3hqT9S","dateLastActive":"2023-07-21T14:38:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-19T19:00:44+00:00","dateAnswered":"2023-07-19T15:54:45+00:00","acceptedAnswers":[{"commentID":385977,"body":"

@Melitta<\/a> the only way to do this is via the API. If you have Bridge then you could achieve this.<\/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":["discussion","question"]},"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=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&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":625,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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