Document Builder - attachments and generating the end doc

jacquedale

I have setup a document in the builder and it works great- however I am hoping to do the following:

1. attach any uploaded form items to the end document file. Is this feature available?
2. auto generate the end document (I would like, once the form is submitted, that the doc generate and attach or email to designated receipt automatically), I can only find how to go in a "force" generate the document and then it looks like it will generate the documents each time (even if the end document has already been generated).

Julie Fortney

You can select specific recipients rather than selecting a contact column.

The way they receive the Smartsheet alerts depends on their Smartsheet personal settings.

Does that help?

Julie Fortney

Hi!

Regarding your first question, are you wanting to combine an attachment submitted with a form to the pdf generated via Document Builder? To my knowledge that isn't possible.

As for your second question: yes, absolutely! Feel free to check out this dashboard I created with instructions on how to set up workflows to auto-generate Document Builder pdfs and send them to designated recipients. https://app.smartsheet.com/b/publish?EQBCT=2fabadcfc38e4356bab3c7b19cd9ba9e

Let me know if you have additional questions.

jacquedale

@Julie Fortney Thank you so much!

Your dashboard tutorial was perfect! I got everything setup and working! My first issue was resolved with the alert (the attachments are included).

I did notice that it only alerts within the Smartsheet system, is it possible to have the documents emailed to specific persons?

Julie Fortney

You can select specific recipients rather than selecting a contact column.

The way they receive the Smartsheet alerts depends on their Smartsheet personal settings.

Does that help?

jacquedale

Perfect! Thank you.