Document Builder
Discussion List
- 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 …
- 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…
- 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'…
- 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 …
- 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. W…
- 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 pr…
- 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 i…
- 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 a…
- 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 …
- Is it possible to create documents with the Document Builder but store them in another location (i.e., not Smartsheet)?