Document Builder

 

Discussion List

  • Document Builder - Saving with different names
    In Using Smartsheet
    I am creating weekly score cards for my team. All of the score cards use the same PDF form. The issue I'm running into is that I can't change the name of the saved document prior to the download. For example if I generate these score car…
    Answered - Pending Review
    24 2
    Answered - Pending Review 24 views 2 comments Most recent by Paul H Using Smartsheet
  • Take a picture within a text box for display in document builder
    In Using Smartsheet
    Does anyone know if there is a way to take a picture in a form and have it automatically insert into a cell? I'm trying to use a form for risk assessments in the field. I want to take a picture of a piece of equipment and have it insert in…
    Answered - Pending Review
    10 3
    Answered - Pending Review 10 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Automating Document Generation and Print
    In Using Smartsheet
    We would like to automate the following: "When a row is added, generate a specific document, and print to a specific printer". The idea is that the visitor to the office fills in a form with their details and then those details a…
    Answered - Pending Review
    113 7
    Answered - Pending Review 113 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Conditionally select pictures for Document Builder
    In Using Smartsheet
    I've recently learned how to include pictures in Document Builder, which is phenomenal. However, I want to take this a step further and choose which image is attached to the row based on the content of another cell. Is there a way to do …
    Answered - Pending Review
    14 1
    Answered - Pending Review 14 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Is there a limit to document builder mappings?
    In Using Smartsheet
    I am creating a database and I need the database to populate forms using the document builder function. Due to the nature of the data, each row requires its own mapping to because each form that is mapped is slightly different. I realize …
    Answered - Pending Review
    19 1
    Answered - Pending Review 19 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • Generate Documents - Wrap text
    In Using Smartsheet
    I just started using the Generate Documents function, but immediately something came up for which i can't get my head around it. I have a field wich i fill with a small piece of text. No longer than 2 sentences. The column for that piece o…
    Answered - Pending Review
    347 8
    Answered - Pending Review 347 views 8 comments Most recent by JThomp23 Using Smartsheet
  • Generated PDF Document for Templates
    In Using Smartsheet
    Hi! I know there's a request for automated document generation.... but not knowing when it lands... I have a sheet with a PDF that user can generate. It works well. When I create a template out of this sheet to use for new sheets, the docu…
    Accepted
    38 1
    Accepted Answer 38 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Document Builder - Adobe Calculated Fields
    In Apps, Integrations, and Add Ons
    Hello community, I am currently loading a PDF that was made using adobe acrobat pro into the Document Builder as a template. There is a date field that always needs to default to today's date. I currently have the field calculating off the…
    Answered - Pending Review
    62 2
    Answered - Pending Review 62 views 2 comments Most recent by Amee.W Apps, Integrations, and Add Ons
  • Why is Document Builder not available through WorkApps report?
    In Using Smartsheet
    Any tips on the ability to use document builder from work apps? Right now, our main hold up (besides the convenience of an auto-launching Document builder) is that we set up permissions through workapps reports but the document builder but…
    Accepted
    78 3
    Accepted Answer 78 views 3 comments Most recent by Genevieve P. Using Smartsheet
  • Can document builder be used in the ipad app?
    In Using Smartsheet
    It appears to me that the ability to generate documents is only possible from the web version of smartsheets and that the ipad app can not generate a document. I would like for my field technicians to be able to generate a customer form f…
    Answered - Pending Review
    17 1
    Answered - Pending Review 17 views 1 comment Most recent by Genevieve P. Using Smartsheet