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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…
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Document builder for HR employment letters - Need help
In looking at Smartsheet community postings and Smartsheet instructions for Document Builder - it appears that people are using it for one-page forms rather than letters. Has anyone used it for multipage employment letters? We have a 4-page letter we would like to use this process with but when I've tested it the fields do…
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WorkApps: Generate Documents
Would like to be able to use the generate documents workflow from the workapp instead of having to go back to the sheet. Our HR admins use this regularly and have to flip back and forth, defeating the point of the one stop shopping with the app.
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Merged: Document Generator X Intake Form = PDF Intake Form
This discussion has been merged.
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Document Builder Auto-Mapping
When I import an editable pdf, if the name of a field (from the pdf) matches one the columns, could there be an automatic mapping between the two of them.
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Create Documents without Fillable PDF
It would be great to be able to author documents completely within the document builder without needing to create a fillable PDF first - this would make it a significantly better tool to use for creating project reports.
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Unable to Connect Docusign in Document Builder
Hello SmartSheet Friends, I am using document builder to track signatures on a document. I receive the following error when trying to login to Docusign during the mapping process. Any suggestions? Thank you! Angela
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Document Builder - Multiple Rows
I have a form that allows my customer to upload RFQ's for up to 25 items at a time. I then use the data uploader to extract the items and add them to my sheet. I was really excited about using the Document Builder functionality in Smartsheet, but I didn't realize the document could only be built with data from a single…
