Generate Cover Sheet Summary Page off of Data?

Crystal Evans

We have a spreadsheet listing all of our jobs and I was wondering if anyone knows if we can highlight one of the jobs by selecting it and generating a cover page summary report of just that one job?

Any advice would be greatly appreciated!

Thanks,

Crystal

Heather Duff

Hi @Crystal Evans ,

Have you considered using the Document Builder? https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder

Basically, you load a fillable PDF of the cover sheet you want. Then you click the three dots to the left of the row you want to pull, and click "Generate Document." You can either download the document or attach the generated document to the row.

Hope this helps!

Best,

Heather