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E-Signature integration BOX
We currently use Docusign as the document builders/generated but NEED to move to E-signature with BOX due to security. Are there any integrations that will do the same thing with BOX so that when you fill out a form - it generates an e-signature connection/workflow? https://www.box.com/esignature
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How to use Document Builder when some fields have lots of text?
Hi, I'd like to build a PDF that I can use with Document builder. In my use case I have a column called, "Description". There are cells in the "Description" column that have paragraphs of text, and there are other cells in the column with just a few words. I want to include this "Description" column in the Document Builder…
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Document Mapping Word Doc
Hello - It looks like I can only use DocuSign or Adobe for document mapping. Is there a work around to get the document into a word doc?
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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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Document Builder - Add "Remain Fillable" options for fields
Currently if you generate a PDF using Document Generation, all mapped fields lose their "Fillable" status once the PDF is generated, even if the source cell from the Smartsheet is blank/null. It would be nice to be able to have a setting per field if it should "Remain Fillable" after generation so that it can be edited…
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Attachment capability for Docusign integration
It would be fantastic if there was the ability to attach files in the Docusign generation. It would make a large-scale project that our group performs every year much faster and easier for all of the users.
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Document Builder: Generate PowerPoint Slide
It would be nice if the Document Builder feature included a PowerPoint slide option. For example, I often have to prepare a slide deck for new projects. The information for the slides is contained entirely within a Smartsheet grid. If it were possible to generate a slide in the same way as a PDF, I could eliminate the need…
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Document Builder Generates Blurry Data - Doubling Effect
When generating a document and sending as an attachment in an update notification request, recipient complains the text field data has a doubling effect. This makes the text too blurry to read. I've tested the auto generation by sending the update request notification with the attachment to myself. When I do that, it…
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Document Builder - White Screen
I'm trying to generate documents from smartsheet and the document builder results in just a white screen. I've refreshed, closed my browser and reopened, tried on several different sheet and still no result.
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Can free users generate documents with Document Builder?
Hello, I'm a licensed admin and I created a Document Builder template and added the field mapping. I'm wondering if unlicensed users will be able to right click on a row and generate documents using the existing template/mapping I created?
