Licensed user can not generate document from a template where it was created

MaxNaprix

Hello, hope you can help me.

I created a project sheet with many rows, information and formulas which me and other licensed users use as a template to create new projects. Also i have created and saved pdf mapping on that sheet related to the information in some rows.

Question: Why if I or other licensed users create a new project out of this template, the mapping is not saved and my creation appears to be useless. Is there a way for the pdf mapping to be saved to new sheets that we create.

Genevieve P.

Hi @MaxNaprix

There currently isn't a way for Document Builder to preserve a mapping when you create a new sheet. After the new sheet is created, you'll need to re-configure the mapping before generating a new document. Please let the Product team know about your use-case and feature request by filling in this form, here!

Cheers,

Genevieve

Genevieve P.

Hi @MaxNaprix

There currently isn't a way for Document Builder to preserve a mapping when you create a new sheet. After the new sheet is created, you'll need to re-configure the mapping before generating a new document. Please let the Product team know about your use-case and feature request by filling in this form, here!

Cheers,

Genevieve