Document Builder - Save As New

Kelly Pratt
Kelly Pratt ✭✭✭✭✭
edited 06/10/25 in Smartsheet Basics

If I had a document builder PDF with mapping on a sheet and then 'Save as New' that sheet, should the document template and mapping be set up on the new sheet?

I am pretty sure it worked for me that way in the past but now it is not happening and I'm wondering if it's an issue I should report or if anyone knows a trick or tip to make this work. \

Thank you!

Answers

  • Darla Brown
    Darla Brown Overachievers

    Hi,

    You probably have already done this, but did you refresh the mapping? You may have to connect again.

    Thanks

    Darla Brown

    What you meditate on, you empower!

    Overachiever - Core Product Certified - Mobilizer - EAP