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Document Builder - Adobe Calculated Fields
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 following script: var today = new Date(); event.value = util.printd("m/d/yyyy",…
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How do I append a completed docusign workflow?
We have a form for procurement where the requestor fills out a form for special procurement requests, it goes to docusign for signature, then goes to their director, and the completed form gets attached to the row. I want to be able to add a buyer's email to the buyer email column after the fact, and then the row…
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Can Document Builder leave a PDF as Fillable?
Hello all... I am struggling to meet a simple ask from my boss. He is looking for a Capacity Modeler, where managers can list out tasks they need completed, assign a maximum efficiency for each task (IE if the employee was doing literally nothing else for x time), and then assign what percentage of a given employee's time…
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DocuSign: Creating a Dynamic File Name
I am using the document generation with DocuSign capability. All but one of my fields are successfully populated in the generation and passed on to file that ends up in DocuSign. However, I am having trouble with carrying over the generated file name from Smartsheet to DocuSign. DocuSign seems to ignore the file name in…
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Allow Document Mapping to be used across sheets
I have many reports that I map for generation that reside in different sheets. This requires me to map the reports for each sheet. If there was a general location, or a way to set as templates to use in any asset that would be such a time saver.
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Merged: document mapping - copy mapping with save as new
This discussion has been merged.
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DocuSign Generate Document Issue
I currently have a template mapped out with the columns I want text to be generated in, however I have an issue where if there's too much text, it will overflow into the next lines and obscure the text of other fields. I know when you generate a document as a PDF it will adjust the field/text for it to fit, but I'm lost at…
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Document Builder - Add "Remain Fillable" options for fields
Currently if you generate a PDF using Document Generation, all mapped fields lose their "Fillable" status once the PDF is generated, even if the source cell from the Smartsheet is blank/null. It would be nice to be able to have a setting per field if it should "Remain Fillable" after generation so that it can be edited…
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Docusign Integration fields not consistently populating
When I send a generated e-sign document to myself, who is the administrator on the docusign account, all the Smartsheet mappings are working correctly (all the fields are transferred and displayed in the generated document). When I send the documents to anyone else, the fields are blank. I am at a loss!
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Add Google Doc merge to automatic document generation
It would be very helpful for our work if we could create a mapping to a Google Doc merge template, instead of a fillable PDF format, for the document generation workflow. Most of our forms are done using Smartsheet Forms, so fillable PDFs are not necessary, but we do create quite a lot of documents using the Smartsheet…
