"Created By" column limitations?
Context: We have a Form that was created about 5 months ago for Tech Request Tickets for our company (all internal). Within our company, we all have Smartsheet accounts. We had an issue of auto-population within our form; we couldn't seem to get an email format when people were submitting requests, only the first name was…
Docusign Integration Generating Blank Documents
Help! We recently upgraded our docusign account and then had to recreate our templates and remap them in our grid. When using the "Generate and Send with Docusign" automation, Docusign sends the signers blank documents. Why is it sending before populating the document? What am I doing wrong?
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…
Document Builder - Adobe Calculated Fields
Hello community, I am currently loading a PDF that was made using adobe acrobat pro into the Document Builder as a template. There is a date field that always needs to default to today's date. I currently have the field calculating off the following script: var today = new Date(); event.value = util.printd("m/d/yyyy",…
How do I append a completed docusign workflow?
We have a form for procurement where the requestor fills out a form for special procurement requests, it goes to docusign for signature, then goes to their director, and the completed form gets attached to the row. I want to be able to add a buyer's email to the buyer email column after the fact, and then the row…
Can Document Builder leave a PDF as Fillable?
Hello all... I am struggling to meet a simple ask from my boss. He is looking for a Capacity Modeler, where managers can list out tasks they need completed, assign a maximum efficiency for each task (IE if the employee was doing literally nothing else for x time), and then assign what percentage of a given employee's time…
Chinese Character Support for Document Builder
Hi, I am using a Generate Document workflow to fill out a fillable PDF. I have some cells with information both in English and Chinese. However, all the information in Chinese does not carry over to the fillable PDF. In April 2021, Smartsheet announced that "Generate Documents" in the document builder now supports…
DocuSign: Creating a Dynamic File Name
I am using the document generation with DocuSign capability. All but one of my fields are successfully populated in the generation and passed on to file that ends up in DocuSign. However, I am having trouble with carrying over the generated file name from Smartsheet to DocuSign. DocuSign seems to ignore the file name in…
Allow Document Mapping to be used across sheets
I have many reports that I map for generation that reside in different sheets. This requires me to map the reports for each sheet. If there was a general location, or a way to set as templates to use in any asset that would be such a time saver.
Merged: document mapping - copy mapping with save as new
This discussion has been merged.