Generate Documents in Word

Shannon Heward

We have sent out over 2,000 letters this year using the generate document feature and we have loved being able to generate these in Smartsheet. But, in those situations where a counterparty pushed back on the language we had to then go and draft the letter in Microsoft Word. I learned at Engage there is a workaround, but it is a bit complicated. There was also discussion at Engage in the upcoming product session and the product team indicated they were looking into it as an option. It would be very helpful if this was native in Smartsheet.