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I see that when I am in a SharePoint list I can do mappings but when I am in a Document Library that option in the SharePoint integration does not exist. Is there a way to add a field in a document library, a people column and then select the PDF, request signature and have it mapped to the email address next to the PDF? or does this only exist in a SharePoint list with an attachment and people column. Need to automate a standard response.
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SharePoint Document Library Integration and Mapping
+1- Newcomer
Best answer by Alejandro.Ramos
Hi
Welcome to the Docusign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I am sorry to hear that you haven’t been able to map your SharePoint document’s data to your eSignature template, but I will share more details on the topic. Data Mapping is compatible with Lists only, for other scenarios we recommend enabling the “Copy Document Metadata” option in your Docusign for SharePoint settings, more details on this option can be found below:
Docusign for SharePoint Online Account Settings
Feel free to let us know if you need further assistance with this.
Thank you for using Docusign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
+15- Community Moderator
- 2070 replies
- Answer
Hi
Welcome to the Docusign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I am sorry to hear that you haven’t been able to map your SharePoint document’s data to your eSignature template, but I will share more details on the topic. Data Mapping is compatible with Lists only, for other scenarios we recommend enabling the “Copy Document Metadata” option in your Docusign for SharePoint settings, more details on this option can be found below:
Docusign for SharePoint Online Account Settings
Feel free to let us know if you need further assistance with this.
Thank you for using Docusign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
+15- Community Moderator
- 2070 replies
Hi
I hope you are doing well.
I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Alejandro R. | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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