Applies to
Smartsheet
- Business
- Enterprise
Capabilities
Who can use this capability
You need to be anadminon the sheet to create new mappings. You need a DocuSign account to create mappings.
You neededitorpermissions on the sheet to use the mapping and send out envelopes.
Customize emails sent in the DocuSign process
You can use values from your sheet to customize the email subject and/or message.
- Log in to DocuSign, select your template, and selectEdit.
- Scroll down toMessage to All Recipients.
- Use Smartsheet column values to customize the email subject and body message. Type the Smartsheet column names inside double curly braces and then type in the rest of the message.
For example: Contract for: {{First Name}} {{Last Name}}
To preview the custom email message and body of the email from Smartsheet:
- 去to Smartsheet, right-click on a row, and selectGenerate Documents.
- Locate your DocuSign mapping.
- Hover your cursor over the mapping, and select the edit icon.
- SelectSettingsand then selectCustom Email Messages.
- Preview your customized message.
This feature is limited to "Send via DocuSign" and does not yet work with "Save as Draft in Docusign".