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Hi! I just published a new YouTube video on how to fully automate document workflows using Docusign and Smartsheet.
You’ll learn:
- How to overcome the limitations of the standard Docusign and Smartsheet integration to create mail merge documents - This isn’t possible with the standard integration
- Automate status tracking
- Retrieve information entered by recipients in forms directly in your Smartsheet rows
- Automatically retrieve the signed document in Smartsheet
You can find it here:
Sofian Saoudi | Founder @Solusign Consulting - Docusign Partner
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