Smartsheet DocuSign integration demo

[@elizabethnickelson5412]

Very helpful, thanks!!

[@Smartsheetexpert]

Thank you - lovely to get the feedback 😀

[@hanaattia9726]

very helpful, what if 3 members are working in the same smartsheet, the generate document will go to the owner DocuSign account not the members account. do you have solution?

[@Smartsheetexpert]

I only have one DocuSign account so can't fully test, but when you select 'Generate documents' and go into the Document Builder interface, you can log out of the connected DocuSign account if you click on 'create'. The user should then be able to select their DocuSign account. If you have multiple DocuSign account users, check those settings to see which envelopes are shared with which users. Hope that helps!