Automating document creation

Genevieve Van Buhler

@Chris Mathews Do you have a status on a ETA for automating the document generator? Will it be able to auto generate for each line that comes in and created once a certain field is populated and attach to the row?

Thank you, I'm so excited to get this to my users!

Genevieve Van Buhler

https://community.smartsheet.com/discussion/comment/265447#Comment_265447

@Chris Mathews do you have an eta of when the automation of generate documents will be released?

Kanoa Cook

Just dropping in here. Added an enhancement request because this feature would greatly help our team. Love the product and the responsiveness of the SmartSheet team!

D A Murphy

Can we please have an update on the progress with this feature @Chris Mathews? It will really help with efficiency!

Karina Reyes

https://community.smartsheet.com/discussion/comment/265447#Comment_265447

@Chris Mathews - is there an update on when this will be live?

Chris Neary

@Chris Mathews -- I, too, would like to see an updated ETA on the automated workflow action to generate documents.

Thank you!

ChelseaH

@Chris Matthews - this would be an amazing addition to Smartsheet automation! My team and I will be submitting enhancement requests for this to be added. Can you share an ETA for when we might see it implemented?

DRamsey

Hello

Has there been an automation created yet to generate documents?

Arthur

We too need the ability to generate documents through automation. Seems like a shame to have setup and executed workflows, with very successful multi-tier approvals, and not be able to standardize delivery of the outbound mapped form. Do you have an anticipated delivery date for the feature/functionality?

Kate Wilson

We too need the ability to generate documents through automation. Seems like a shame to have setup and executed workflows, with very successful multi-tier approvals, and not be able to standardize delivery of the outbound mapped form. Do you have an anticipated delivery date for the feature/functionality?

Paul Spankie

Also submitted a request for this feature. Currently working on a project that could greatly benefit from it. Any update on ETA for this feature?

Andrée Starå

Hi @Mike Mitchell @Mike Wilday @Carlos Hernandez @Jenny Prazak @Christina Riot @Shelby @Genevieve Van Buhler @Kanoa Cook @D A Murphy @Karina Reyes @Chris Neary @ChelseaH @DRamsey @Arthur @Kate Wilson @Paul Spankie

I hope you're well and safe!

It's here now! 🤩

https://community.smartsheet.com/discussion/92298/automated-document-generation-and-docusign-mapping-is-here

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Mike Wilday

Woo hoo