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.
Document Mappings Saved for Control Center Solution
Control Center is amazing at taking the hassle out of project creation! Document Generation is also great at eliminating extra work to create standardized documents! However, every time you create a new project in Control Center you must manually add and map each of your documents. This means project provisioning is no…
Hello, Is there any chance to add automatically an image from row to pdf in Creator?
Export PDFs of multiple rows at once?
Is it possible to export PDFs of multiple rows at once? I always go on the three dots in the row, click on "Print" and then save as PDF to export a PDF of my row. Is it possible to generate multiple of these documents at once?
Document Builder Tracking column?
I'm making a conditional checking but during the mapping process, I'm asked to specified a column on where to send it. Since I'm having 2 different columns: "Created By" & "Contact List", I can only specify one (since one person is needed to sign). So I'm creating 2 document builder based on the same template but each…
"Created By" column limitations?
Context: We have a Form that was created about 5 months ago for Tech Request Tickets for our company (all internal). Within our company, we all have Smartsheet accounts. We had an issue of auto-population within our form; we couldn't seem to get an email format when people were submitting requests, only the first name was…
Docusign Integration Generating Blank Documents
Help! We recently upgraded our docusign account and then had to recreate our templates and remap them in our grid. When using the "Generate and Send with Docusign" automation, Docusign sends the signers blank documents. Why is it sending before populating the document? What am I doing wrong?
Has anyone figured out how to set a default size to pdf text for the Document Generator?
We are hoping to utilize the Generate Documents feature for both internal and client facing processes but cannot seem to figure out how to stop the data that maps into the forms from auto-sizing itself. This is making the client facing forms look horrible. None of the existing size formatting in my pdf carries over, and we…
Document Builder - Adobe Calculated Fields
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 following script: var today = new Date(); event.value = util.printd("m/d/yyyy",…
How do I append a completed docusign workflow?
We have a form for procurement where the requestor fills out a form for special procurement requests, it goes to docusign for signature, then goes to their director, and the completed form gets attached to the row. I want to be able to add a buyer's email to the buyer email column after the fact, and then the row…