Convert submitted form to PDF

Deborah Tzuberi

Hello, Is there a way to either receive a copy of a submitted form via email, or download it to a PDF file from the actual spreadsheet? We are needing a copy of the form in PDF version, not just the answers on the spreadsheet. 

Andrée Starå

Hi @Deborah Tzuberi

You could use the Document Builder feature to add a PDF to each row in bulk and send a copy.

More info: 

https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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

Deborah Tzuberi

I'll give it a try - thank you!

Andrée Starå

@Deborah Tzuberi

You're more than welcome!

Does it have to be a PDF?

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

Deborah Tzuberi

Either that, or to convert into a DocuSign.

Andrée Starå

@Deborah Tzuberi

We could automate the DocuSign part with a 3rd party solution.

Is that an option?

Deborah Tzuberi

Will need to review with the leadership team. Thank you for your help!