Automate Generate Documents

SamCook

Is there a way to automatically generate documents when a new row is added?

Andrée Starå

Hi @SamCook

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

Here's a possible workaround or workarounds

• Almost automated. Create the Documents with the Document Builder feature in bulk
• Use a 3rd-party integration

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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Andrée Starå

Hi @SamCook

I hope you're well and safe!

It's here now! 🤩

https://community.smartsheet.com/discussion/92298/automated-document-generation-and-docusign-mapping-is-here

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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