Form saved as a PDF

TaliRXM

Hi, I have a form created (3 pages long) and would like to save it as a PDF.

Once I select 'Print/Save as PDF' it would save only the 1st page and usually the page layout is distorted.

Thanks!

Tali

Romano el Polako

Hey,

For this use-case you might need to check the feature of Document Builder, see: https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder

1. Set-up a form - completed.
2. Create / Find a .pdf file with editable fields.
3. Map the empty fields with your column names.

I am actually planning to test this feature to automatically generate invoices. You can find a nice template set, named:

Thanks,

Romano

TaliRXM

Hi,

Maybe it wasn't clear what I would like to do.

I have a form created. I'd like to make/convert to PDF of the form (3-page long) as an example.

No signatures are needed.

Currently, only the first page (1/3) is save as a PDF.

Thanks!

Tali

Romano el Polako

Hey @TaliRXM

Yes, I totally understand your use-case, the option I mentioned is more advanced to actually generate a pdf as per your page layout.

When it comes to basic export, have you modified scaling and selection attributes, see:

The option I mentioned below requires you to set up generate document, from row menu:

Upload you pdf format with fillable fields:

And then you set up placement of the information form your cells:

Having that, you can generate pdf for each and every row = completed form.

Thanks,

Romano

TaliRXM

Thank you

Yes, I have modified the scale but the document is very small to fit on a page and then you need to enlarge it.

It is not the greatest solution and I hope Smartsheet will fix that.

Please forward this as a product enhancement request.

Thank you!

Tali