-
Do documents created by Document Builder have to be stored in Smartsheet?
Is it possible to create documents with the Document Builder but store them in another location (i.e., not Smartsheet)?
-
Map both columns and rows within DocumentBuilder
Would love to see an option within DocumentBuilder to map BOTH columns and rows so that more documents can be auto-generated based on form submissions (like a weekly update newsletter).
-
Can document builder be used in the ipad app?
It appears to me that the ability to generate documents is only possible from the web version of smartsheets and that the ipad app can not generate a document. I would like for my field technicians to be able to generate a customer form for signature on their ipads.
-
Document Builder with .docx files
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…
-
Can Document Builder work on .docx files instead of .pdfs?
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?
-
Is it possible to send ONLY an attachment as an alert?
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!
-
PDF form fillable fields gone when using DocuSign for generating document???
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…
-
Merged: Copy over Document Mappings
This discussion has been merged.
-
Autogenerate Documents - One or more blocks in this workflow is invalid
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…
-
Approval Flow Log
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…
