Document Builder


I'm trying to use document builder to take an agenda in SmartSheet and generate a "pretty" version as a PDF.

Does anyone have a workaround when using Document Builder?

Here's an image of the SmartSheet agenda:

and this is what I'm wanting to map it to:

Any thoughts?


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @karen_berard

    I hope you're well and safe!

    You'd have to:

    • Collect all the data on one row in the sheet
    • Or collect all the information in another sheet with cross-sheet formulas and use that sheet with Document Builder

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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