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Document Builder
I'm trying to use document builder to take an agenda in SmartSheet and generate a "pretty" version as a PDF. Does anyone have a workaround when using Document Builder? Here's an image of the SmartSheet agenda: and this is what I'm wanting to map it to: Any thoughts?
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DocuSign - Could not Send Any Envelopes
Hi, I signed up for a 30 day trial of DocuSign to complement my Smartsheet license. I carried out all the steps shown on the YouTube video @ https://www.youtube.com/watch?v=H4tVliJRlZI. It seemed fairly straightforward but unfortunately it didn't work for me. The last step is to click the "Generate" button for row but when…
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Embed Dashboard Widgets into Documents
It would be great to be able to embed dashboard widgets into documents in the document builder, allowing for the creation of fully formatted project reports to key stakeholders.
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I am having issues with Document Creator displaying multi-line items into the document
I have created a fillable pdf with some of the items being multi-line items, see image 222,. The column in smartsheets allow for wrap text however, when the document generates, it either does not display the items in the field or it rotates the text 90deg. and positions who knows where, see image 2223. What am I doing…
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Issue/Help with Document Builder
We have been using the same mapping for document hander for approximately two years. Yesterday we started to have an issue where information included in the mapping isn't being pulled into a document. I checked to make sure the section is still linked to the correct column, and it is, but it still isn't pulling the…
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View pdf formatting in Document Builder
Hello, I created a fillable pdf, and placed a medium black border around each field in. Issue is I am not able to see the borders around the fields in the output from Document Builder. I can see the borders for the fields in the pdf builder when I preview the file in Adobe, but no where else. I also attempted adding a gray…
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How can I create a fillable pdf for Builder from Word?
I tried to do it with Word or Acrobat reader but without success. Your assistance will be appreciated, Thanks
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Is there a way to add text and signature after it has been submitted and signed?
My team is developing a process for risk acceptance between departments and IT. We have a preliminary process that currently lives in a Word document and we wanted to see if it can be put into a more automated process in Smartsheets. There are 2 parts to the document that each require signatures/sign offs. The process is…
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Document Builder sending information back to Smartsheet?
Hi, I get how to make the fillable PDF, but how does the information get back to Smartsheet after the people downloads and fills it out? I think I'm missing that in the help docs. Can someone point me in the right direction. Thank you
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Document Builder - Saving with different names
I am creating weekly score cards for my team. All of the score cards use the same PDF form. The issue I'm running into is that I can't change the name of the saved document prior to the download. For example if I generate these score cards for a team of 5 I am getting 5 documents with the exact same name. The only solution…
