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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…
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DocuSign/Generate Docs. Mapping Transfer from sheet to sheet or template to template
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…
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Document Builder
Hello everyone, I'm having an issue with document builder. I have spent a lot of time adjusting my fillable PDF over and over, but still am struggling with the alignment of my textboxes. In the fillable PDF, I have a textbox's alignment set to "Center," but when I use the Document Builder, it decides to left align it. The…
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Document Builder - Generated Document to pdf. or word file
Hello Smartsheet Community, My team and I have identified Document Builder as an applicable tool to use for how we write up Standard Operating Procedures. We have built out a form that captures the high-level information, which then runs an automation using the submission data to generate a template for the author to then…
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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.
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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…
