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Merged: Carry Document Generation through when saving as new workspace
This discussion has been merged.
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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 Generator Attachment Delay Causing Duplicate Notifications
I created a form that users can complete and add attachments at the time of submission. Once added to a row, the form submission is then mapped via Document Generator to create a pdf file of the user’s form entry and is attached to the row, in addition to any attachments that were added by the user when they completed the…
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Merged: Adding Document Builder Templates to BP Templates in Control Center
This discussion has been merged.
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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…
