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:
- attach any uploaded form items to the end document file. Is this feature available?
- 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
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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?
Answers
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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.
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@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?
Jacque Smith
Project Controls, MSR-FSR
-
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?
-
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