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Add More Data to Generated PDFs in Later Workflows
Hello, I'd like to suggest an enhancement to the PDF automation feature. Currently, we can build PDF with cell data from the sheet, but it would be incredibly useful to allow adding of more data (or even modifications) to the PDF as part of later workflows. This could include: Appending new data collected from update or…
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Option to Add Step After Generating a Document
We use the Generate Document feature to create PDFs from form submissions and sheet data — it's a great tool for automating paperwork. However, once a document is generated, there’s currently no way to automatically trigger additional steps, such as sending an email, updating a status column, or moving the row. Feature…
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How to export / import PDF document mappings
Hello. Is there a built-in mechanism by which I can export PDF document mappings from a sheet, and import into another sheet? (without using the API) As it stands, if I clone a workspace folder, the automations are copied to the destination, but PDF document mappings are not. Thank you, -tom
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Need ability to clone and export/import Document Builder PDF template mappings
As it stands, when I clone a workspace folder, the automations are copied to the destination, but Document Builder PDF document mappings are not. As such, cloning a workspace folder/sheet results in an incomplete solution, and requires PDF document mappings to be recreated manually. We have some complex PDF template…
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Document Builder Multi Line Error
Hi Everyone, I am having an issue with Document Builder not populating my multi line text answers within the prefill able box. The final PDF document it generates, populates the answers in a single line. I have changed the properties in Adobe to be multi line texts as well, but it seems still be having the same issue. I…
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Archiving Final PDF documents outside of Smartsheet through a script in Python
📄 Automating PDF Downloads from Smartsheet Reports Hi everyone, I manage hundreds of documents generated across multiple sheets in Smartsheet. To keep things organized, I use reports to consolidate them — but I often get asked to ensure these documents are also backed up in SharePoint for redundancy. Unfortunately,…
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Document Builder - convert pdf to a word doc
Is there a plan for smartsheet to generate the documents in word or convert the pdf to word without using adobe or another tool? We have documents that have some data from the smartsheet and then it is sent to other teams for their purpose.
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Add attachments to PDF from Document Generator
We have operations teams performing tasks where they also take pictures via the mobile app. Our sheet then automatically creates a PDF to share with the client. However, we have to download the pictures separately and attach them. This slows up the process significantly. Either be able to attach the pictures directly or…
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Document Builder - Save As New
If I had a document builder PDF with mapping on a sheet and then 'Save as New' that sheet, should the document template and mapping be set up on the new sheet? I am pretty sure it worked for me that way in the past but now it is not happening and I'm wondering if it's an issue I should report or if anyone knows a trick or…
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Document Generation - multiple templates with similar conditions
Hi, I have two templates that I want to have generated upon form submission and various other triggers in my workflow. Due to potential changes, I have it re-generate so the final "step" is the version that has the most updated information. I currently have 6 templates in a single workflow, with my condition for each being…