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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…
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Generate Documents - Global updates Control center
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 is not set up at the front, you cannot add it to all active projects. If you have a document in 900 projects and you need to…
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INDEX(MATCH formula issue
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 are about 10 columns per session. In the screenshot below, the "Which Session" column is a drop-down list with radio buttons…
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Document Generator error - role cannot have its name and email set by Smartsheet
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 contact field in Smartsheet. I have updated the Smartsheet esign mappings to reflect this, but the following error always…
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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)?
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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).
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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.
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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…
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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?
