-
DocuSign Integration - DocuSign Accounts
Hello, Pitching this to my company now and building a case for getting DocuSign. Does anyone know what the DocuSign account requirements are? Do we need to have an enterprise DocuSign account or does only the person building the workflows need to have DocuSign? I am trying to show the cost.
-
Document Builder and email delivery
Hello, I would like to use document builder to create employee statements and send them directly from Smartsheet. Creating the document is fairly straightforward but I am not sure if they can be sent via Smartsheet at once. We have done this in the past via a mail merge outside Smartsheet. Does anyone have experience…
-
Why I cant use Document Builder in my Business Account?
Hi, I've just change my plan to a Business plan, and I'm interested on using the Document Builder function but I can't, it appears that I can't upload a pdf, and doesn't give me the option to click to continue to create or assign a document. Can somebody help me please? Thank you! Sylvia Elizabeth
-
Document Builder Issue
Hello, How can I map the dropdown selections into the template builder? It doesn't show me that as an option. e.g., PHI has Yes and No in SS form but it doesn't show that in the doc builder, so I won't be able to map that into the PDF template. Any idea on how to overcome that?
-
Document builder from Row Data for a Project Budget
Hello, I'm trying use the document builder to automatically create quotes using fillable PDFs. However, it doesn't seem to work for multiple row data, only the first row. Other than cell linking each row into a separate sheet with columns which is very time consuming, I can't figure out a way to make this work. Is there…
-
File attached to a sheet
I attached a pdf to a sheet (document builder). I can generate it and other users can use it too. Only one collaborator don't see it at all. I tried to change her status and still she cannot see it. What could be the problem?
-
Why is document generator changing the PDF field name?
When building a mapping it is important to have unique field names so if you upload a revised file Smartsheet will find the fields and automatically remap them. Works great. However, when I use the prepare form function in Acrobat to create all my fields, Smartsheet changes the field names when I upload the document to the…
-
Generate Documents - Global updates Control center
Need the ability to push global updates to the Generate Documents feature. We will have 900-1000 active jobs in control center that will be using Generate Documents feature. A few BIG problems If it is not set up at the front, you cannot add it to all active projects. If you have a document in 900 projects and you need to…
-
INDEX(MATCH formula issue
I am trying to use helper columns to consolidate form submissions onto the top row of a sheet, in order to use Document Builder to populate a PDF with the inputs from eight different sessions. There are about 10 columns per session. In the screenshot below, the "Which Session" column is a drop-down list with radio buttons…
-
Document Generator error - role cannot have its name and email set by Smartsheet
I have an issue with some of my eSignature doc generation templates where I have updated the template within Docusign to have a standard signing role set and no longer require the role to be set by a contact field in Smartsheet. I have updated the Smartsheet esign mappings to reflect this, but the following error always…
