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

Shantanu Gokhale · 03/30/21

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.

Andrée Starå · 03/30/21

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

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Shantanu Gokhale · 03/30/21

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!