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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.
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Generating a Quotation based on Sheet information
Hi Thanks for taking the time to read this query. I want to use the "Generate Documents" function in order to create a quote based on information that populates my sheet using "Forms". Fortunately, I have about only 10 items they can choose from. But, how do I create the mappings for only the items they select and not…
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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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Add collaboration functionality to allow multiple people edit word docs in smart sheets
Add collaboration functionality to allow multiple people to edit word docs in smart sheets. A nice addition would be check functionality for docs when people are editing, and even better would be the ability to attach a word doc to smartsheet and have multiple people able to edit it at the same time. I currently use…