Edit a PDF created in document builder
If a document builder generated PDF needs editing, is it possible to do that directly in Smartsheet? It seems that the PDF needs to be downloaded, edited on desktop, and re-uploaded to Smartsheet, which cancels out any convenience that the automation otherwise provides.
Separate but related, is it correct that document builder is compatible only with fillable PDFs and that the underlying data must be pulled only from the sheet that the automation is nested in?
Answers
-
Hi @LGraf
I hope you're well and safe!
Yes, unfortunately, you are correct, and the PDF can't be edited in Smartsheet, and yes, it's only compatible with fillable PDFs if you want to include data from the sheet, but there are workarounds so you could collect data from multiple rows or multiple sheets if needed.
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
@Andrée Starå what is the workaround to include data from multiple rows or sheets?
Probably this is unworkable for me given the PDF issue, which would be disappointing. I did submit the feedback to Smartsheet.
Thanks very much for your help.
-
Excellent!
Happy to help!
There are multiple workarounds.
- Have one row (top row) collect multiple rows of data with formulas.
- Using cross-sheet formulas to connect to another sheet where you'd input an id to collect data rows from the others
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Definitely workarounds but they are serviceable. Thanks for sharing.
Any other bright ideas on a document automation process? Up until this point, we've been manually running Google Doc merges using data in Smartsheet, editing in Google Doc, converting to PDF, and uploading to Smartsheet. The process is time consuming and should be automatable.
-
You're more than welcome!
If it works, I would still use Document Builder and edit it in Adobe Acrobat or similar. Other third-party options can be used to create editable documents too.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Are there other third party options that can automate document generation through Smartsheet though?
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.3K Get Help
- 364 Global Discussions
- 199 Industry Talk
- 428 Announcements
- 4.4K Ideas & Feature Requests
- 136 Brandfolder
- 127 Just for fun
- 128 Community Job Board
- 444 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 283 Events
- 35 Webinars
- 7.3K Forum Archives