Copy and Move Generated Documents

Evani

It would be great to be able to duplicate generated documents, and move/copy them to another sheet. For now, even if you copy the whole sheet or report, your generated documents do not transfer over and you have to recreate and re-map everything.

Melissa Yamada

Hello @Evani

If you manually copy/move row through the row menu, you can check to include attachments and comments prior copying or moving the row.

If you're using automation to copy or move rows, attachments will also be automatically copied over to the destination sheet.

https://help.smartsheet.com/articles/770589-copying-a-row-to-another-sheet

Evani

Hi Melissa,

I appreciate your input! However, I'm not trying to copy over the attached documents on a row. I'm trying to move the mapped templates I made through the "generated documents" feature. I'm creating new sheets for 2025 and all of my mapped templates need to be re-uploaded and re-mapped on the generate documents tab.

Melissa Yamada

Hello @Evani yes I don't think that would be possible and is not a current feature but that's something we would want to have in the future. I highly recommend submitting an Enhancement Request for it.

You can use this form: Enhancement Request