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DocuSign Integration Help
Hello, New to DocuSign integration. Have gone through the mapping wizard, but when it comes time to actually drag and drop the Smartsheet fields to the PDF, I cannot do so. I read through the Smartsheet instructions and noted that you have to update the Manage PDF form fill data option to assign to placeholder (see…
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Attachment capability for Docusign integration
It would be fantastic if there was the ability to attach files in the Docusign generation. It would make a large-scale project that our group performs every year much faster and easier for all of the users.
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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Document Builder with .docx files
It appears Document Builder is limited with PDF's and DocuSign only. It would be beneficial to map fields with .docx files and reduce the need for using excel for this purpose. My company has a specific need for .docx files to be auto generated. We have hundreds of docx. files that don't necessary require signatures, but…
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Document Builder Mapping Transfer
If I do a copy of a sheet that contains a mapping, I want that copy to have the same mapping without me having to reload the editable pdf and redo the mapping of the columns.
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E-Signature integration BOX
We currently use Docusign as the document builders/generated but NEED to move to E-signature with BOX due to security. Are there any integrations that will do the same thing with BOX so that when you fill out a form - it generates an e-signature connection/workflow? https://www.box.com/esignature
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Document Builder - Add "Remain Fillable" options for fields
Currently if you generate a PDF using Document Generation, all mapped fields lose their "Fillable" status once the PDF is generated, even if the source cell from the Smartsheet is blank/null. It would be nice to be able to have a setting per field if it should "Remain Fillable" after generation so that it can be edited…
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Generate Document Error
I'm trying to map a new document so I can map it and generate new documents automatically. I've done this many times. Now when I go to the "Generate documents" page, it throws an Error message. This then asks me to if I want to "Contact Us", or "Dismiss" - neither of which gets me anywhere. Is anyone else having this issue…
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Generating document : text not translated in pdf
Hello I’m facing an issue when generating a PDF document from a Smartsheet. The data flows correctly from the sheet to the PDF, but the text is not translated properly, resulting in garbled characters. Example: Value in Smartsheet cell: "TEST" Output in PDF field: "íÉëí" The PDF field is set up as a text field, and it’s…
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Add More Data to Generated PDFs in Later Workflows
Hello, I'd like to suggest an enhancement to the PDF automation feature. Currently, we can build PDF with cell data from the sheet, but it would be incredibly useful to allow adding of more data (or even modifications) to the PDF as part of later workflows. This could include: Appending new data collected from update or…