Why can I not access the Document Builder feature?

Maki Nmoh

Although I have an enterprise plan Smartsheet account, I have never been given the option to 'generate document', which is really confusing and unhelpful as I plan on using this feature along with the Docusign integration for a current work project.

Could someone let me know how I can access this or why I can't access this?

Gia Thinh

Hi @Maki Nmoh

You can access Document Builder by right click on a the left of the row as the screenshot below. Here , you can mapp columns/fields with the fillable PDF files.

You can also generate document automatically based on an existing mapping by using automation workflow of generate document.