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Possible to send a identify verification SMS via DocuSign with Smartsheet?
I would like to send an attachment via Smartsheet/DocuSign API and set up already the template. But I can't figure out how to set up the mobile number in Smartsheet that the recipient can receive the identity verification SMS. Does anybody generated documents already and used the verification SMS?
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On-Demand Webinar: 5 Ways to Collaborate on Content with Smartsheet
Missed the webinar? Visit the Learning Center to review the recording. Content is everywhere and organizations of all stripes are creating more content than ever before. In this webinar, we’ll share the many ways Smartsheet drives content and document collaboration, including how to: Attach, share, and embed Review,…
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Using a revised fillable PDF with Document Builder
If I revise a fillable PDF that was already mapped in Document Builder, do I have to "create" a new mapping, or is there a way to update the source sheet with the revised PDF?
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New Webinar Recording: Capture E-signatures with Document Builder
Missed the webinar? A recording is now available for you to learn about the redesigned document builder, now including a direct integration with DocuSign. We'll share how to quickly create custom documents with your row data, send them for e-signature, and track the signing status – all in Smartsheet. Visit the Best…
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Document generations
We are using Smartsheet forms as most people are to systematically gather data from multiple team members. I have automations notifying team members of updates and new records coming in. I recently set up some mappings from a Smartsheet to a pdf with fields to automate the output of pdf forms. I need a way to automatically…
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Document Builder
We have a fillable pdf that we use for daily reporting, tied to a sheet via document builder mapping, and are testing it's use for our purposes. Once we're satisfied with how we have it built, is it possible to keep that fillable pdf attached to our daily report "template" sheet when we save it as new into project specific…
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Generate Documents formatting
Can anyone tell me why the formatting of some fields aren't following through to my documents when I use Generate Documents / Document Builder? I've even tried copying and pasting the fields that do work and that still doesn't do it. I've done screenshots but it's hard without giving out confidential info! 😂 Basically I…
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Document Builder & Templates
Hi Everyone. I have learnt alot from the smartsheet community and really appreciate the hard work everyone puts in providing answers. I am having a problem where I map all the fields to a pdf in document builder and it works fine but when I copy the sheet set (it is a template set for construction projects) the mapped PDF…
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Document Builder not mapping into form fields
Hi folks, Just before Christmas I started playing with the Document Builder to generate our supervisors' monthly reports and it was working a treat, but I've just come back and tried to generate a report and some fields are coming up empty, even when there is text in there. Has anyone experienced this issue and might know…
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Automatically Generate documents
Is there a way to automatically generate a PDF when a row is added to a sheet?
