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Automated Workflow to Generate Doc
Morning! I have tried multiple times to create a simple automation to generate a form via doc generator. Flat out doesn't work. Automation is triggered by a status change in a cell and the document is mapped and it works manually to generate it, just cannot get the automation to work Anyone else have this problem? Any…
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Workflow to Automate Document Generation?
What's the simplest process for using "Document Generation" when a new "Form" is submitted? Does anyone have a workflow that can automate this process without the need for a "Gatekeeper" or someone manually generating the row-level document after the form is submitted? Example - We have a PDF form that requires a signature…
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Automating Document Generation and Print
We would like to automate the following: "When a row is added, generate a specific document, and print to a specific printer". The idea is that the visitor to the office fills in a form with their details and then those details are printed on a label using a specific printer (using "Document…
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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
