Packing Slip Template Final

MTGoodman

Hi,

I am currently on this page and have downloaded the Packing Slip Template.

https://www.smartsheet.com/shipping-packing-templates

I have opened it in smartsheet, but cannot find out how to make it look like the Final Draft that this page shows. Am I missing some feature?

Genevieve P.

Hi @MTGoodman

If you're looking to create a packing slip or document in portrait, I would recommend looking into Smartsheet's Document Builder function. This can take data that's stored in a row and map that row data to fields in fillable PDF. That way you can house your data in Smartsheet but quickly generate a portrait document with your preferred formatting as-needed.

See: Document Builder

Cheers,

Genevieve

Genevieve P.

Hi @MTGoodman

There are different types of free templates on the page you linked above: a Google Sheet template, an Excel template, and a Smartsheet version of the same type of sheet.

The image you have screen captured is the Excel version of the template, Smartsheet will have different formatting.

Cheers,

Genevieve

MTGoodman

Hey @Genevieve P. ,

Thank you for the reply. Do you know if Smartsheet has a way of formatting to make it customer friendly, so we can make it into a packing slip/construction estimate that fits neatly onto portrait orientation.

Genevieve P.

Hi @MTGoodman

If you're looking to create a packing slip or document in portrait, I would recommend looking into Smartsheet's Document Builder function. This can take data that's stored in a row and map that row data to fields in fillable PDF. That way you can house your data in Smartsheet but quickly generate a portrait document with your preferred formatting as-needed.

See: Document Builder

Cheers,

Genevieve

MTGoodman

This was 100% what I was looking for!

Thank you so much!

MTGoodman

I seem to have jumped the gun on this. Document Builder doesn't have the function of taking data from multiple rows and adding it into a PDF. Each item for my packing slip is on its own row.

Andrée Starå

Hi @MTGoodman

I hope you're well and safe!

Here's a possible workaround or workarounds

• Combine all the data on the same row in the same or another sheet and then use that for Document Builder.

Would that 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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MTGoodman

I will try that out.

Thank you

Andrée Starå

@MTGoodman

Excellent!

Happy to help!

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