Convert Form to PDF

sburghamsburgham
edited 12/09/19 in Using Smartsheet
11/29/18 Edited 12/09/19

Hi,

I would like to be able to convert a completed Smartsheet form into a PDF document, either prior to submitting the form, or from the entry in the worksheet once the form has been submitted.  Is there any functionality within Smartsheet that will allow me to do that?

Thanks.

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  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 11/30/18

    Hi,

    Yes, there is. There are a few different ways to do this. You could use the Google Docs integration ”Smartsheet Merge” or the DocuSign integration. 

    Edit: two more options.

    1. Select the specific row in Smartsheet and select Print and save it as a PDF.
    2. Have a notification set up and then save that email as a PDF.

    Would any of those options work?

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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