-
DocuSign Integration - Assigned Roles not able to be filled out
When creating a SmartSheet with designated named columns and using a template from DocuSign. I'm unable to assign roles in certain fields regardless if I have columns (Text/Field, Contact List etc) that are labeled towards those areas. One of the fields has a 'Conditional Placeholder' Email that I'm not able to edit or…
-
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
-
Document Generator inconsistent Font
I am working on a process where we are bringing in two different signatures, but we need the font to be the same for the signature. Both fields are changed in Adobe to be the same font, but one is the font and the other is a regular font. We messed around with it and we were able to get it to bring in two different fonts…
-
Document Builder Format Options
I'd love for the ability to set custom data or text formatting from sheet data being added to a document with the Smartsheet Document builder. When using some components, like a Contact List, the values come in as email addresses, rather than names, so I've had to use an additional text column and formula as a workaround.…
-
Document Mappings Saved for Control Center Solution
Control Center is amazing at taking the hassle out of project creation! Document Generation is also great at eliminating extra work to create standardized documents! However, every time you create a new project in Control Center you must manually add and map each of your documents. This means project provisioning is no…
-
Document Generator Quit Working
My document generator on 2 of my sheets just stopped inputting the data into the PDF forms. It will name the file correctly using one of the data fields but won't put the data in the file anymore. I remade my form and the automation like 10 times! The file is small, sticker size 2.25 x 1 and has a barcode font on it. This…
-
Multiple Fillable PDFs in Document Builder
I have two fillable PDFs saved to a sheet. Using one automations to create a document, I want to use one of the documents when one condition is true and use a different document if another condition is met. I am trying to pull from one row and I have mapped both fillable PDFs and I am using some of the same fields. One of…
-
Document generator returns "0" in all fillable fields
Hi, we've been working with document generator since the beginning. All of a sudden one of the sheets started generating all documents with value "0" in all fillable fields. Document was not changed for 10 months, nothing has changed. I've tried reuploading same document, also started document from scratch - no matter what…
-
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.
-
Add Role to Existing DocuSign Workflow
Hello, I recently took over management of a DocuSign workflow and we need to add a new role to the DocuSign template and in the mapping configuration in Smartsheet. I think I've added the new role to the DocuSign template correctly by adding a new step in the signing order and completed the new message, but the new role is…
