This was under a different thread, but as I kept investigating, I figured out it is related to local settings. When I start the document builder it faults out with: However, it works fine on my Surface GO. This leads me to point to some sort of settings and browser control. All pop-ups are allowed, and all cookies are…
Hello, everyone. This is a first-time poster here. I am using the Document Builder function. However, I keep getting a popup error message. So, the question is: I select a row and click on Document Builder. Am I doing something wrong, or is SmartSheet having issues now?
As I try to generate a document for a particular row, I am getting this error message. Has anyone else experienced this issue? Any ideas and tricks as to why this is happening and how to fix it?
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.
For example, can it pull Job number of the line it's generating the document for so that it's unique and custom and gives good visual confirmation you are attaching the correct document to outgoing e-mail to suppliers?
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.
We have operations teams performing tasks where they also take pictures via the mobile app. Our sheet then automatically creates a PDF to share with the client. However, we have to download the pictures separately and attach them. This slows up the process significantly. Either be able to attach the pictures directly or…
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
I am trying to make an automatization with Document Builder but I can not create new mapping. Why is that?
Hi all, I have a new form that I've created in Smartsheet and have a workflow setup to create a PDF of the form every time someone completes a new form entry. The issue is my PDF is not mapping in any of the drop down fields. I created the PDF in PDF Acrobat and all the fields there were created as dropdowns so I'm not…
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