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 …
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…
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 …
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 p…
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 o…
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…
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 thi…
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 workap…
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
First time Smartsheet Community questioner, long time Smartsheet user! I'm in Education Management, and I'm starting to dabble with Document Builder from a multi-rater input form approach. Essentially…
