Document Builder


We have a fillable pdf that we use for daily reporting, tied to a sheet via document builder mapping, and are testing it's use for our purposes. Once we're satisfied with how we have it built, is it possible to keep that fillable pdf attached to our daily report "template" sheet when we save it as new into project specific folders? Basically, we want the pdf mapping in a template sheet to carry through to copies that are made of that sheet. Make sense?



  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Justin McDonald

    Currently it's not possible to copy over exact Document mapping with Document Builder when you create a copy of a sheet. You'll need to re-set up the mapping in each duplicate sheet created from the template. I can understand how this ability would be very beneficial; if you have a moment, please let the Product Team know about your feedback by filling in this form, here!

    Thank you,