Using Document Builder can I create one document to populate from different sheets?

emoser1978

I have 1 main sheet and 4 separate data sheets and the goal is to send an autogenerated document to the Requester once each department is done with their process for onboarding a new hire.

I was successful with the test document but it is currently located in one of the 4 department sheets. Can I link this one document through automation to send to the other sheets as well as update and regenerate the final document?

I am thinking I have to create the document in the main sheet and use formula's to link to the final Summary sheet.

Suggestions would be great, thank you!

Joe Goetschel

Since you can only generate a document with data that lives on 1 single row, I would do cross-sheet formulas to bring in the data (Index Match) to the main sheet or leverage the copy/move row automation etc.

OR set Document Builder on each sheet, once the document has been generated, copy/move the row to your final summary sheet.

You have several options to choose from depending on the fine details.