Applies to
Smartsheet
- Business
- Enterprise
Capabilities
Who can use this capability
You need a DocuSign account to create mappings.
You need to be an admin on the sheet to create new mappings.
You need editor permissions on the sheet to use the mapping and send out envelopes.
Customize emails sent in the DocuSign process
Use values from your sheet to customize the email subject and/or message.
- Log in to DocuSign.
- Select your template, and select Edit.
- Scroll down to Message 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}}
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To preview the custom email message and body of the email from Smartsheet:
- Go to Smartsheet, right-click on a row, and select Generate Documents.
- Locate your DocuSign mapping.
- Hover your cursor over the mapping, and select the edit icon.
- Select Settings and then select Custom Email Messages.
- Preview your customized message.
This feature is limited to Send via DocuSign and doesn't work yet with Save as Draft in Docusign