-
New Webinar Recording: Capture E-signatures with Document Builder
Missed the webinar? A recording is now available for you to learn about the redesigned document builder, now including a direct integration with DocuSign. We'll share how to quickly create custom documents with your row data, send them for e-signature, and track the signing status – all in Smartsheet. Visit the Best…
-
Document generations
We are using Smartsheet forms as most people are to systematically gather data from multiple team members. I have automations notifying team members of updates and new records coming in. I recently set up some mappings from a Smartsheet to a pdf with fields to automate the output of pdf forms. I need a way to automatically…
-
Document Builder
We have a fillable pdf that we use for daily reporting, tied to a sheet via document builder mapping, and are testing it's use for our purposes. Once we're satisfied with how we have it built, is it possible to keep that fillable pdf attached to our daily report "template" sheet when we save it as new into project specific…
-
Generate Documents formatting
Can anyone tell me why the formatting of some fields aren't following through to my documents when I use Generate Documents / Document Builder? I've even tried copying and pasting the fields that do work and that still doesn't do it. I've done screenshots but it's hard without giving out confidential info! 😂 Basically I…
-
Document Builder & Templates
Hi Everyone. I have learnt alot from the smartsheet community and really appreciate the hard work everyone puts in providing answers. I am having a problem where I map all the fields to a pdf in document builder and it works fine but when I copy the sheet set (it is a template set for construction projects) the mapped PDF…
-
Document Builder not mapping into form fields
Hi folks, Just before Christmas I started playing with the Document Builder to generate our supervisors' monthly reports and it was working a treat, but I've just come back and tried to generate a report and some fields are coming up empty, even when there is text in there. Has anyone experienced this issue and might know…
-
Automatically Generate documents
Is there a way to automatically generate a PDF when a row is added to a sheet?
-
Document Builder with Parent/ Child rows
Hello All I wish to use all the data in my Parent/Child rows in one document using Document Builder. Is it possible? My 'families' of rows vary in number. Because of the formatting requirements that are necessary in the final output, a smartsheet report to simply pull the information is not an option. Here is an example of…
-
Date at Document Builder not show as setting
Dear All, when i use the document builder, the date set is DD-MM-YYYY, it shows me always MM-DD-YYYY, how i can change this issue? Thx in advance for any help.
-
Document Builder: adding form attachments
Hi there - Is it possible to add the attachments a user uploaded to their form to the Document Builder? I don't see the option to map, so I assume no, but can't seem to confirm that it's not possible anywhere. Also if there is a work around that would be great! The form is a reimbursement form, and including at least a…
