It appears Document Builder is limited with PDF's and DocuSign only. It would be beneficial to map fields with .docx files and reduce the need for using excel for this purpose. My company has a specific need for .docx files to be auto generated. We have hundreds of docx. files that don't necessary require signatures, but…
My team would like to have documents autogenerated in Smartsheet with .docx filess specifically mapped to the Smartsheet. I've only been able to do this with PDF's, is it possible for .docx word files?
Hello, Is it possible to send only an attachment as an alert WITHOUT the link to the sheet? I need to send them the file but do not want them to see or have access to the sheet at all. Please help, thanks!
Hi! So I've been playing with the document generator from row data. I created a fillable pdf form and was able to generate the document from row data with this form. Now, my form requires signatures, so I would like to use the DocuSign mapping option for this. I've added my fillable pdf form as a template in DocuSign, but…
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I am trying to use the new autogenerate documents automation https://help.smartsheet.com/articles/2482492-build-workflow-automate-document-generation?ict_source=smartsheet&ict_medium=bulletin&ict_campaign=blt1229a When I test the workflow I get an email: One or more blocks in this workflow is invalid. Please edit the…
Is there anyway I can get an approval record for my approval flow? I have an approval flow with 5 steps, each triggered to start after the previous one changes from "submitted" to "approved", each time a time is recorded. At the end I would like to have something like the DocuSign summary, or Certificate of Completion... a…
Can you please add the ability to copy a mapped document in document builder. This would be very helpful to be able to provision new projects in Control Center without having to re-map the document each time.
Hi, I have created a new document mapping in my control center. I can see that when a sheet is copied, the mapping does not follow. Can you please confirm that I need to re-map every time I provision a new project? Thank you!
From my post Utilizing the Docusign integration. Much like how there's an automated Status column for the delivery of the documents, is there a way to automatically pull in the URL of the DocuSign .pdf? Trying some Zapier automation that would benefit from that info.
