Document Builder

 

Discussion List

  • Generated PDF Document for Templates
    In Using Smartsheet
    Hi! I know there's a request for automated document generation.... but not knowing when it lands... I have a sheet with a PDF that user can generate. It works well. When I create a template out of this sheet to use for new sheets, the docu…
    Answered - Pending Review
    17 1
    Answered - Pending Review 17 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Document Builder - Adobe Calculated Fields
    In Apps, Integrations, and Add Ons
    Hello community, I am currently loading a PDF that was made using adobe acrobat pro into the Document Builder as a template. There is a date field that always needs to default to today's date. I currently have the field calculating off the…
    Answered - Pending Review
    49 2
    Answered - Pending Review 49 views 2 comments Most recent by Amee.W Apps, Integrations, and Add Ons
  • Why is Document Builder not available through WorkApps report?
    In Using Smartsheet
    Any tips on the ability to use document builder from work apps? Right now, our main hold up (besides the convenience of an auto-launching Document builder) is that we set up permissions through workapps reports but the document builder but…
    Accepted
    53 3
    Accepted Answer 53 views 3 comments Most recent by Genevieve P. Using Smartsheet
  • Can document builder be used in the ipad app?
    In Using Smartsheet
    It appears to me that the ability to generate documents is only possible from the web version of smartsheets and that the ipad app can not generate a document. I would like for my field technicians to be able to generate a customer form f…
    Answered - Pending Review
    13 1
    Answered - Pending Review 13 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • Take a picture within a text box for display in document builder
    In Using Smartsheet
    Does anyone know if there is a way to take a picture in a form and have it automatically insert into a cell? I'm trying to use a form for risk assessments in the field. I want to take a picture of a piece of equipment and have it insert in…
    Answered - Pending Review
    4 2
    Answered - Pending Review 4 views 2 comments Most recent by ScottMoore Using Smartsheet
  • Generate Documents - Wrap text
    In Using Smartsheet
    I just started using the Generate Documents function, but immediately something came up for which i can't get my head around it. I have a field wich i fill with a small piece of text. No longer than 2 sentences. The column for that piece o…
    Answered - Pending Review
    290 7
    Answered - Pending Review 290 views 7 comments Most recent by Bill Wood Using Smartsheet
  • Smartsheet/DocuSign
    In Apps, Integrations, and Add Ons
    Hello, Is there a way to create a fillable form (PDF or otherwise) that would allow Smartsheet to capture the entered data AND allow for the form to be signed with DocuSign? Thanks
    Answered - Pending Review
    151 7
    Answered - Pending Review 151 views 7 comments Most recent by Shelley Isbell Apps, Integrations, and Add Ons
  • Automating Document Generation and Print
    In Using Smartsheet
    We would like to automate the following: "When a row is added, generate a specific document, and print to a specific printer". The idea is that the visitor to the office fills in a form with their details and then those details a…
    Answered - Pending Review
    86 6
    Answered - Pending Review 86 views 6 comments Most recent by WernerDoubell Using Smartsheet
  • Document Builder - White Screen
    In Apps, Integrations, and Add Ons
    I'm trying to generate documents from smartsheet and the document builder results in just a white screen. I've refreshed, closed my browser and reopened, tried on several different sheet and still no result.
    Answered - Pending Review
    32 3
    Answered - Pending Review 32 views 3 comments Most recent by Andrée Starå Apps, Integrations, and Add Ons
  • Form-fed document builder from multiple rows
    In Using Smartsheet
    First time Smartsheet Community questioner, long time Smartsheet user! I'm in Education Management, and I'm starting to dabble with Document Builder from a multi-rater input form approach. Essentially 5 different raters would submit the s…
    Answered - Pending Review
    44 2
    Answered - Pending Review 44 views 2 comments Most recent by Jen Jennings Using Smartsheet