-
How to Format Date-dependent Color-changing Cells (3 total columns)
I need to create a Smartsheet for tracking documents, the date of last review and a color changing column reflecting the date of next review. In column A I need to list the document names. In column B I need to list the date of last review. I need help to format column C cells. 1. I need for Column C to populate a date…
-
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
-
Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
-
Assistance Needed with Document Builder Mapping
Hi Smartsheet Help Team, I hope this message finds you well. I am currently working on generating a document using the Document Builder in Smartsheet, and I'm facing some challenges with the mapping. I have created a form in Smartsheet that collects information for three different projects, and I use a dropdown menu for…
-
Document Builder + Docusign integration with a sandbox DS integration account
Hi Team, I am trying to work with Smartsheet and integrate Docusign using my docusign developer account. I currently don't have a docusign production account I can use for my testing needs. Please enable: Document Builder + Docusign integration with a sandbox DS integration account. thanks!
-
Document Builder Not Opening
This was under a different thread, but as I kept investigating, I figured out it is related to local settings. When I start the document builder it faults out with: However, it works fine on my Surface GO. This leads me to point to some sort of settings and browser control. All pop-ups are allowed, and all cookies are…
-
Download Document Builder Template
I received a call today about a Smartsheet produced PDF that needed adjusted - a field needed to be centered instead of left aligned. Unfortunately, I didn't have access to the original PDF that was used for the Document Generation template. Eventually, I was able to download the template from Smartsheet, but it involved a…
-
Compliance with DocuSign character limits
When using Document builder to generate a DocuSign Smartsheet does not follow the character limits that are set in the DocuSign template. This causing a formatting nightmare for programs where a particular mapped call could be one line of text, or 20 lines of text. The only workaround that I can find is to create helper…
-
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?
-
Dynamic View or Form/Sheet
I think I may have a good use case for using Dynamic View, but need help. So I have a sheet that basically is managing the status and progression of a customer request that my staff completes and notify the customer and then their is an approval and then it is complete. We have a weekly project call where we review these…