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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…
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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
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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?
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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…
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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?
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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…
