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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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Document Builder: Conditional Formatting & Symbols
It would be great if document builder was able to: either apply conditional formatting within the builder or carry through conditional formatting from the source fields/sheets able to pull through field properties such as symbols as the graphical representation rather than the backend text e.g. I want to include project…
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Why is my document generating with weird text?
My Smartsheet is generating a document with weird text, see below. This issue happens in both Microsoft edge and google chrome. Can anyone advise?
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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 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…