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Ann Iacobucci

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Jan 20, 2024, 11:24:34 AM1/20/24
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When I attach a document to a row and click the generate a document to be sent by docusign. Is there any way to get the attached document to send with docusign? I can't find a way to map it into the docusign.

Related to this topic, is there a way to not save generated documents in Smartsheet but instead in my docusign account? We don't have the attachment option enabled in smartsheet due to the location of your servers. Is there another way to store generated and signed documents which isn't Smartsheet? Thanks

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NAR members receive special pricing for this plan. To discuss options and pricing, contact the DocuSign Sales Team by email sa...@docusign.com or phone 877-720-2040 (note: phone this number if your office or team needs a solution for 6+ users only). Have your Member ID handy.

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