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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?
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big ideas for document generator
My team has 10-20 projects running at any given time in varying scale both in size and end user comfort with Smartsheet. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. My first hope,…
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Arabic Language in Document Builder
Currently the Arabic language does not work when generating documents which is not ideal for many Arabic based companies and users. I don't see why it isn't added already. As it is taking the format which is displayed on the cell.
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DocuSign Powerform Integration
I have seen in several places that Smartsheet integrates with DocuSign Powerforms. Does anyone know how to set this up? I have been able to send information using the standard DocuSign integration but am getting lost using the Powerform URL and understanding how to tie it back to Smartsheet.
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Re: Document Builder - Generate 1 PDF Document w/ Multiple Rows
I designed a weekly status report form using Adobe Pro, imported it into Smartsheet Document Builder by using Shift to select all rows then mapped the corresponding fields. How do I generate ONE PDF document containing all my mapped fields per row instead of getting it to spit out multiple PDF's? I also see duplication of…
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Ability to add Comments in Document Builder
I need to be able to add the Entire thread/conversation of Comments to my Fillable PDF through the Document Builder please.
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Is there a limit to document builder mappings?
I am creating a database and I need the database to populate forms using the document builder function. Due to the nature of the data, each row requires its own mapping to because each form that is mapped is slightly different. I realize it would be best if each form was the same so I could use one mapping, but that's just…
