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Document Builder to Fillable PDF - symbol fields
Hi everyone I have my fillable PDF which I created in Adobe Acrobat Pro I have mapped my smartsheet using the document builder and it all works brilliantly (yippee)......... ......but I have used symbols in the Smartsheet to represen the RAG status (Red, Amber (or Yellow in smartsheet terms), Green). Sadly these come…
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Documents builder fails to load
Please help to fix a problem: I'm building an Automation to generate PDF from Sheet data (simple task). While opening a Generate document section - Select a mapping - Create new mapping, I'm getting a Document builder Error. Tried to reload a browser, reload a PC, clean up Cookies. What can I do more to fix it? Thanks in…
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Generate Documents now available in Table View.
January 27, 2026 We're excited to announce a highly-requested feature for Document Builder! Document Builder now integrates with Smartsheet Control Center, Save as New, and Solution Center Template capabilities. Now, when you use ‘Save as New’ on a sheet or provision a new project from a Control Center Blueprint, your…
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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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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…
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Merged: Document Builder - Ability to Provision
This discussion has been merged.
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Merged: Need ability to clone and export/import Document Builder PDF template mappings
This discussion has been merged.
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Document Builder Formatting
Does anyone know if there is a way to remove the blue boxes on the document building and format the text (bold, italics etc…)?
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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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Is there a way to maintain currency formatting when within a formula?
Hello all, I want to use document generator to make annual compensation letters. Leadership wants the compensation dollar amounts to be formatted within paragraphs, which makes a traditional fillable form a little challenging when I need to be super precise about being in line with the rest of the paragraph. They want one…