How to get access to Document Builder

Pam Parrish

Pam Parrish ✭✭✭

06/29/22 in Smartsheet Basics

Document Builder is not listed under the [File] menu

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Answers

Charlene Stacy ✭✭✭✭✭

06/29/22 edited 06/29/22

After the data is added to the row in your sheet, you would go to the row menu (3 dots), it will open the options for a row and select Generate Documents. Here is a link: https://help.smartsheet.com/articles/2481651-generate-documents-from-sheet-data
Here is a video as well that may help: https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder
Hope this helps!

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