Document Builder - attachments and generating the end doc


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).

Jacque Smith

Project Controls, MSR-FSR

Best Answer

  • Julie Fortney
    Julie Fortney Overachievers
    Answer ✓

    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?