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 'fil…
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 fillab…
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 hi…
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 …
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…
