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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…
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Take a picture within a text box for display in document builder
Does anyone know if there is a way to take a picture in a form and have it automatically insert into a cell? I'm trying to use a form for risk assessments in the field. I want to take a picture of a piece of equipment and have it insert into a cell, so it gets automatically mapped to a defined section in document builder.…
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Conditionally select pictures for Document Builder
I've recently learned how to include pictures in Document Builder, which is phenomenal. However, I want to take this a step further and choose which image is attached to the row based on the content of another cell. Is there a way to do this? For example, I want Customer A's logo to be generated on the document when the…
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Generate Documents - Wrap text
I just started using the Generate Documents function, but immediately something came up for which i can't get my head around it. I have a field wich i fill with a small piece of text. No longer than 2 sentences. The column for that piece of text is set to wrap the text. However, when i generate documents from a fillable…
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Generated PDF Document for Templates
Hi! I know there's a request for automated document generation.... but not knowing when it lands... I have a sheet with a PDF that user can generate. It works well. When I create a template out of this sheet to use for new sheets, the documents are missing. It asks me to start mapping from scratch. What am I doing wrong? Tx
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Why is Document Builder not available through WorkApps report?
Any tips on the ability to use document builder from work apps? Right now, our main hold up (besides the convenience of an auto-launching Document builder) is that we set up permissions through workapps reports but the document builder button is not featured there. So we’re at a dead end…
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Smartsheet/DocuSign
Hello, Is there a way to create a fillable form (PDF or otherwise) that would allow Smartsheet to capture the entered data AND allow for the form to be signed with DocuSign? Thanks
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Document Builder - White Screen
I'm trying to generate documents from smartsheet and the document builder results in just a white screen. I've refreshed, closed my browser and reopened, tried on several different sheet and still no result.
