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Document mapping moving over when copied
Hello, Is it possible to have a document mapping also copy over when copying a sheet/folder? I have a workflow in the original folder that runs when a criteria is met to use a document mapping, but when creating a new folder by copying the original the workflow does not run due to the mapping not moving over as well. Thank…
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Document Builder to Fillable PDF - symbol fields
Hi everyone I have my fillable PDF which I created in Adobe Acrobat Pro I have mapped my smartsheet using the document builder and it all works brilliantly (yippee)......... ......but I have used symbols in the Smartsheet to represen the RAG status (Red, Amber (or Yellow in smartsheet terms), Green). Sadly these come…
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Docusign URL Column
Utilizing the Docusign integration. Much like how there's an automated Status column for the delivery of the documents, is there a way to automatically pull in the URL of the DocuSign .pdf? Trying some Zapier automation that would benefit from that info. Example column: Thanks!
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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…