数字签名

何塞·达席尔瓦
何塞·达席尔瓦 ✭✭✭✭✭✭
编辑12/09/19 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!

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。

    会工作吗?

    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

    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。

  • 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

  • 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

    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。

  • 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?

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    乐意帮助!

    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

    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。

  • 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

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @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?

    会工作吗?

    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

    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。

  • @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

  • 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?

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @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

    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。

  • @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

Hi @Kaleb Riley<\/a><\/p>

I hope you're well and safe!<\/p>

Have you checked the zoom level?<\/p>

You could also test log out\/in and test another browser.<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

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":"2022-09-02 11:57:16","updateUser":{"userID":143030,"name":"Kaleb Riley","url":"https:\/\/community.smartsheet.com\/profile\/Kaleb%20Riley","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T12:05:03+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"}]},{"discussionID":94966,"type":"question","name":"If I deactivate a licensed user, does their license return to the pool of available licenses?","excerpt":"I am the System Admin on an Enterprise plan. If I deactivate a licensed user, does their license return to the pool of available licenses? It still shows them as licensed in User Management, and I can't make any changes to the user without reactivating them.","categoryID":321,"dateInserted":"2022-09-01T15:41:39+00:00","dateUpdated":null,"dateLastComment":"2022-09-01T16:55:21+00:00","insertUserID":86866,"insertUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":86866,"lastUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":41,"score":null,"hot":3324099420,"url":"https:\/\/community.smartsheet.com\/discussion\/94966\/if-i-deactivate-a-licensed-user-does-their-license-return-to-the-pool-of-available-licenses","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/94966\/if-i-deactivate-a-licensed-user-does-their-license-return-to-the-pool-of-available-licenses","format":"Rich","lastPost":{"discussionID":94966,"commentID":342070,"name":"Re: If I deactivate a licensed user, does their license return to the pool of available licenses?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/342070#Comment_342070","dateInserted":"2022-09-01T16:55:21+00:00","insertUserID":86866,"insertUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+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":"2022-09-01T16:53:29+00:00","dateAnswered":"2022-09-01T16:06:31+00:00","acceptedAnswers":[{"commentID":342056,"body":"

Yes, the user you deactivate will no longer have access to the account, but you will not have to transfer ownership of their items and their license will become available again. You have to be careful though, if you reassign that license that user comes back needing one then you will have to make an executive decision on who gets one and who doesn't.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-01 16:53:29","updateUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+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":94961,"type":"question","name":"How can I use Smartsheet to create Surveys?","excerpt":"I need to get some feedback from a customer group and I want to use Smartsheet to conduct a survey. Has anyone done this?","categoryID":321,"dateInserted":"2022-09-01T14:50:51+00:00","dateUpdated":"2022-09-01T14:52:00+00:00","dateLastComment":"2022-09-01T16:00:37+00:00","insertUserID":151981,"insertUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":151981,"lastUserID":151981,"lastUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3324093088,"url":"https:\/\/community.smartsheet.com\/discussion\/94961\/how-can-i-use-smartsheet-to-create-surveys","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/94961\/how-can-i-use-smartsheet-to-create-surveys","format":"Rich","lastPost":{"discussionID":94961,"commentID":342055,"name":"Re: How can I use Smartsheet to create Surveys?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/342055#Comment_342055","dateInserted":"2022-09-01T16:00:37+00:00","insertUserID":151981,"insertUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+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":"2022-09-01T15:58:15+00:00","dateAnswered":"2022-09-01T15:27:24+00:00","acceptedAnswers":[{"commentID":342048,"body":"

Hi @GMay<\/a> <\/p>

I hope you're well and safe!<\/p>

You could use a form with the questions or the Update Request feature.<\/p>

Would any of those options work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

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":"2022-09-01 15:58:15","updateUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+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":[]}">