Is there a way to download SmartSheet form as a PDF?

03/30/21
Answered - Pending Review

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

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Shantanu Gokhale

    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 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.

  • 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!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Shantanu Gokhale

    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 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.

  • try the document generator using pdfs with fields.


    this one worked for me

    https://www.youtube.com/watch?v=HBC8YYTOER8

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