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Generate Documents - Link Expiration
Hello! I'm new to using the Generate Documents feature in Smartsheet. I've created an automation that will send email notifications to users in a row, with the email containing an attachment link for them to download the generated PDF. Does anyone know how long the link in the automated communication is valid for? The test…
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Is there a way to mass-delete attachments that were generated with the document builder ?automation?
I previously created a document mapping automation that attached a personalized report to each row of data, but it now requires edits. Is there a way to delete the old auto-generated attachments in one go without deleting the other attachments? If not, I'll have around 2 thousand rows to delete attachments from 1 by 1, so…
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Select multiple records to fill in a document
We use Smartsheet to record RFQs from our customers. We'd like to use the document creator, but we'd like to be able to select multiple records to to populate a single document.
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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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Document Builder: Make hyperlinks clickable
When generating a document using Document Builder and a field contains a hyperlink entry (from a column at the sheet it's generated from) the hyperlink is not clickable in the generated PDF doc. Is there a way to make it clickable?
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ドキュメント生成機能において日本語のフォントを変更できるのか
ドキュメント生成機能でPDFを作成するときに、日本語に関してはフォントを指定することができないのでしょうか？英数字に関してはフォントを指定できたのですが、日本語は設定したフォントが反映されません。 テキスト2を游明朝に設定しても、違うフォントで出力されます。 解決方法をご存知の方はいますか？
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Document generation not working for all rows
Hi, I'm attempting to generate a document based on the agreement trigger checkbox column (which is checked when there is a date in the event approval date). The issue I'm encountering is that for some rows, the document is generated and attached, but for others, it is not attached. Can someone help me to solve this?
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Added Japanese font setting to Document Builder
There currently isn't a way to change the Japanese font displayed on the pdf to use the document generation function in Smartsheet. Therefore, I would like to be able to set the type and size of Japanese fonts in the same way as English fonts.
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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E-Signature integration BOX
We currently use Docusign as the document builders/generated but NEED to move to E-signature with BOX due to security. Are there any integrations that will do the same thing with BOX so that when you fill out a form - it generates an e-signature connection/workflow? https://www.box.com/esignature
