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Using Document Builder can I create one document to populate from different sheets?
I have 1 main sheet and 4 separate data sheets and the goal is to send an autogenerated document to the Requester once each department is done with their process for onboarding a new hire. I was successful with the test document but it is currently located in one of the 4 department sheets. Can I link this one document…
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Document Builder filename output
Good day I have a workflow that generates a PDF document and have mapped the document filename so the output filename is correct. The problem I have is that when our project manager makes an amendment to the document I need the version number to also show on the filename. Is there anyone that has had a similar problem that…
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Using Document Builder to generate multi-page pdfs (Doc Builder pdf + attachments)
Greetings All, I am creating a speaker database that will allow prospective conference speakers to complete a submission form and upload attachments for consideration. I've figured out how to use document generator to convert the info recevied via a form into a pdf which the selection committee can review. Is there a way…
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Document Builder Mapping Transfer
If I do a copy of a sheet that contains a mapping, I want that copy to have the same mapping without me having to reload the editable pdf and redo the mapping of the columns.
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Keep Fillable PDF mapping when duplicating sheet
We use Document Builder to generate a printable work order based on a fillable PDF. I have found this document mapping breaks when duplicating a sheet, as we would be doing per job. I set up the mapping on the template sheet, but it doesn't copy to the duplicated sheet. This is a major set back for what I am trying to set…
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Enable Document Generation into Microsoft Word, Google Docs, or HTML
Goal Generate a document for each row in a Smartsheet. The document needs to accommodate cells with varying amounts of text - from a few words to multiple paragraphs. The fields should expand/contract based on the text length. Problem PDF technology doesn't automatically resize fields based on text length. Fixing field…
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Buisness Requirements Document (BRD)
Hi, I am looking to create a form within Smartsheet that acts as a BRD. A form would work much more easily than a grid layout, however i am struggling when i get to areas where i want to list the sprints and their respsective priority. Has anyone got any ideas on how to deal with creating BRD's within Smartsheet?
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Daily Reporting to Document Generation
Good Afternoon, Our construction firm utilizes a standard Gantt chart sheet to track our project's daily reports. Under each category of work we have milestones, i.e. Carpentry :: Framing :: Drywall etc. Under each milestone we add a child for that days work, i.e. Drywall :: Day 1 - Mobilized :: Day 2 - Started Hanging…
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Automating BRD Creation in Smartsheet
Currently managing projects in smartsheet is really straightforward, automated and everything you would expect. One thing i believe we're missing is the ability to create the likes of BRD documents within the platform. We do have forms, however this doesnt line up to the likes of a BRD that may want to take multiple…
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Automations are being deactivated when saving new sheet as... or setting up as a template.
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
