ROW DATA TO PDF
Hi.
Just checking if it is possible to create a PDF file from row data?
My manager isn't as keen on Smartsheet as myself and has asked if a row can be exported to a PDF / FORM type document so she can save a back up
I've played with the menu but other than sending an update request to myself which sort of works but not ideal and long winded i can't see a way to do this
Thank you
Barry
Answers
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Hi Barry, have you tried the document builder?
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Hi David
I did see that and tried but it doesn't seem to create a PDF and just keeps asking me to upload one
Barry
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Hi Barry - yes, it is some setup mandatory to use it. You need at first a "fillable PDF", which contains fillable fields and the layout how the file should look like. In a second step you map the smartsheet data (column) to the fillable fields. This will be your template to use the document builder feature.
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Hi David
Thank you for your help, i will have a play with it
Barry
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