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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…
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Can anybody help with the requirements to get columns synced with docusign?
I have problems getting the fields in my docusign synced with smartsheet. I have named the column the same as in docusign. 53483471-52b9-440d-a4bb-c2a1205b3681 , the field in docusign is filled The sync column has the same name as the docusign fields BUT, the data is not coming across. Any idears? Cheers
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Fix Formatting for Line Breaks in Generated Documents
Hello, all! I have a problem that isn't unique to me, but it is certainly frustrating. When I have line breaks in a generated document, whatever formatting I have in my fillable PDF does not hold. The formatting works for single- yet not multi-line text. Can we please fix this issue? I've noticed that several others have…
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Document Builder checkbox format
Hi I've been using the document builder with a PDF that has a lot of checkboxes. When the document is generated, all the check marks are out of place and also in with a trace I did'nt add in my PDF editor. I checked all the format options in the PDF editor and also test two other editors to discard any program…
