Filling in Form to Print

Charles Osborn

I have a department that would like to take information in smartsheet and fill it into some type of form, then print the form and have it signed. Has anyone done anything like this in smartsheet before and can get me in the right directions.

AKnight

Hi Charles!

I have done something similar using the "Generate Document" workflow. Assuming you have the sheet and form set up, you will need to generate a fillable PDF (or Docusign template if you plan on using them) and create a document mapping. Then set up an automation with an action block "Generate Document". This will automatically create a filled out PDF per each row that is ready to print. I included links below with Smartsheet's step-by-step processes.

https://help.smartsheet.com/articles/2482231-generate-and-send-documents-for-signature-with-docusign < link with steps to map a fillable PDF

https://help.smartsheet.com/articles/2482492-build-workflow-automate-document-generation < link with steps on how to set up the automation