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
I want to make sure I am on the right track as I have been having some problems getting started with the API. I am looking to maintain a list of product application PDFs as templates on docusign. When a customer comes to our site and wants a particular product they need to fill out an application form. All the data would be collected on our site. I would then want to:
So in doing this I am trying to build this up a piece at a time and first task is to make sure that I can provide form data to docusign. I create a template with the docusign web user interface and all of the form fields seem to be preserved. However when I try and retrieve the template with API