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Document Builder: Conditional Formatting & Symbols
It would be great if document builder was able to: either apply conditional formatting within the builder or carry through conditional formatting from the source fields/sheets able to pull through field properties such as symbols as the graphical representation rather than the backend text e.g. I want to include project…
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Email attachments generated from the Create Document Workflow
I cannot figure out how to email attachments created with the create a document workflow. I have send alert on attachment and the email goes out with no attachment ( include attachments is checked in workflow). I'm getting frustrated...help!
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Putting ASCII Code (LF) in a cell and using it in a PDF
I am using info from my sheet to fill in Form Letters. I have a field with an address (Street, City, State, Zip). I am trying to avoid having a separate column for Street1, Street2, City, State, Zip, etc. Partly because it is difficult to set up the PDF and make those addresses look right. So I tried adding a ALT-ENTER,…
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Document Builder error
Hello, I am creating documents via the document builder feature and have run into an issue. I initially created documents for 10 rows without an issue. Next I tried 40+ and did not have a problem. When I tried 85 I received an error message that stated "You've reached a temporary usage limit for the requested resource.…
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Streamline document workflows right from Smartsheet with the new DocuSign integration
Hey Smartsheet Community, As of today, Smartsheet is pleased to announce the new DocuSign integration is avaliable for all customers on Enterprise and Premier Plans! How does the DocuSign integration help? With the DocuSign integration, customers can now seamlessly create custom documents with row data, send them for…
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Document Builder custom filename
Hello, Is there a way to customize the file name when using document builder? In theory, I would like to use data from the row itself. Thanks.
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Documents Builder Error
Dear Team, Pleaser note that I unable to use the Document Builder feature and getting attached error while opening document builder option. Awaiting prompt support. Thanks and best regards.
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Enhancement Request: Dynamic data extension for forms and document generation
Alerts have the following capability: "Make each alert or request more readily identifiable in the subject line of the notification with message placeholders." Is it possible to extend this to form submission text as well? Is it possible to extend this to the name of the document created with the document generator? Thank…
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Create Documents in Smartsheet
It would be great to have a word processor like Google Docs for building collaborative documents in platform. Alot of the competition like Monday.com and Clickup sell this as a key feature and it is very useful to have.
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transfer the DocuSign/Generate Docs. Mapping from project sheet to sheet
Is there a way to transfer the DocuSign/Generate Docs. Mapping from project sheet to sheet? We use a standard sheet as our template for every project. When we prepare for a new project, we select 'file save as' and create a new name; which allows us to transfer forms, automation and sheet summaries but I'm not able to roll…
