Is there a way to download SmartSheet form as a PDF?
I want to be able to use Smartsheet form as a PDF also in cases where I have to manually write information or use the form as a Job Sheet for Complaint/Servicing form. How can I do that? Any help will be greatly appreciated.
Answers
-
I hope you're well and safe!
There are a couple of options.
- Print/Save a row as a PDF
- Use the Document Builder to create a PDF connected to the fields in the sheet
Would any of those options 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hello Andree, thank you for your response. However, both the steps you suggested do not work for me. I am unable to use the document generator. And when I print a row, it does not come out as a fillable document. I am currently unable to upload screenshots of what I am encountering but I will upload those as soon as I am able.
Any help would be greatly appreciated!
-
Happy to help!
I don't have any other ideas, but I hopefully will when I see your screenshots.
Can you also describe the process in more detail?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
try the document generator using pdfs with fields.
this one worked for me
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.5K Get Help
- 402 Global Discussions
- 213 Industry Talk
- 450 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 135 Just for fun
- 56 Community Job Board
- 454 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives