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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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Link in Document Builder
Despite there are links in the sheet whenever the PDF is created the link is translated into simple text.
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Document Creator Expandable Fields
For PDF creation, having the ability to expand a text box to meet the size of the text would be beneficial. On multiple occasions, I have had more text written into a multi-line text box and it expands beyond the box on the PDF. The text overflows and runs over the text in the next field(s). It would be useful to allow a…
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Does anyone know if connecting Dotloop with Smartsheet in the works?
Dotloop is similar to Docusign.
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Has anyone figured out how to set a default size to pdf text for the Document Generator?
We are hoping to utilize the Generate Documents feature for both internal and client facing processes but cannot seem to figure out how to stop the data that maps into the forms from auto-sizing itself. This is making the client facing forms look horrible. None of the existing size formatting in my pdf carries over, and we…
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Capture the Decline Reason for DocuSign to Smartsheet
Hello, I am trying to use the Smartsheet DocuSign integration to keep track of the signature status. I am able to track the overall status, such as sent, delivered, completed and declined. However, when a signature is declined, DocuSign will require the signer to provide a decline reason. However, I am struggling to find a…
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Document Builder Docusign Declined Comment
Hello, I'm trying to use Document Builder to start a document in SS, route in Docusign, then pull back into SS. Its working well as long as it gets approved - but I'm looking for a way to capture the Comment entered by the DocuSign users if they reject/decline to sign. I want that DS comment to sync into a column in the…
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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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document builder - need contact name not email address
When using document builder, I am pulling a field that is a contact list column type. when the program to build the document runs, it shows the email address instead of the contacts name. How can I get the contact name to show on the document?
