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Why can I not access the Document Builder feature?
Although I have an enterprise plan Smartsheet account, I have never been given the option to 'generate document', which is really confusing and unhelpful as I plan on using this feature along with the Docusign integration for a current work project. Could someone let me know how I can access this or why I can't access this?
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Conditions and Automation
I have an automation which generates a document. I'd now like to add in some conditions to tailor which mapping is used based on a column value. e.g. if "Supplier" = X, use mapping 1 if "Supplier" = Y, use mapping 2 Is it possible to have nested IFs on the automation or do I need a separate workflow per supplier? Thanks…
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Split a long text into lines when a document is generated
Hi all, I´m dealing with a challenge when a long text in a cell is mapped to a "text box" in a generated PDF. Despite there is space to separate in lines, the content of the cell appears in one single line, impacting the font size. Is it possible to customize that? thanks and Regards
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Automated Document Generation and DocuSign mapping is here!
Hi Community, Smartsheet customers can now accelerate their processes by automating the creation of documents and DocuSign mapping within Smartsheet. With this new workflow action for document generation and DocuSign mapping, process owners can reduce manual steps for their team when generating invoices, purchase orders,…
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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…
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Enable Document Generation into Microsoft Word, Google Docs, or HTML
Goal Generate a document for each row in a Smartsheet. The document needs to accommodate cells with varying amounts of text - from a few words to multiple paragraphs. The fields should expand/contract based on the text length. Problem PDF technology doesn't automatically resize fields based on text length. Fixing field…
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Aggregate multiple data points based on criteria into document builder?
Hello Community, I am looking for help in setting up my sheet (or template...not sure which is the snag) for document builder. The issue is this- I'm trying to generate one document per Vendor that lists ALL their awarded items (bonus points if I can add zone and rank). Currently when I run the workflow I get 80 documents…
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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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Chinese Character Support for Document Builder
Hi, I am using a Generate Document workflow to fill out a fillable PDF. I have some cells with information both in English and Chinese. However, all the information in Chinese does not carry over to the fillable PDF. In April 2021, Smartsheet announced that "Generate Documents" in the document builder now supports…
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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.