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Using Document Builder can I create one document to populate from different sheets?
I have 1 main sheet and 4 separate data sheets and the goal is to send an autogenerated document to the Requester once each department is done with their process for onboarding a new hire. I was successful with the test document but it is currently located in one of the 4 department sheets. Can I link this one document…
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Document Builder filename output
Good day I have a workflow that generates a PDF document and have mapped the document filename so the output filename is correct. The problem I have is that when our project manager makes an amendment to the document I need the version number to also show on the filename. Is there anyone that has had a similar problem that…
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Using Document Builder to generate multi-page pdfs (Doc Builder pdf + attachments)
Greetings All, I am creating a speaker database that will allow prospective conference speakers to complete a submission form and upload attachments for consideration. I've figured out how to use document generator to convert the info recevied via a form into a pdf which the selection committee can review. Is there a way…
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Keep Fillable PDF mapping when duplicating sheet
We use Document Builder to generate a printable work order based on a fillable PDF. I have found this document mapping breaks when duplicating a sheet, as we would be doing per job. I set up the mapping on the template sheet, but it doesn't copy to the duplicated sheet. This is a major set back for what I am trying to set…
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Enable Document Generation into Microsoft Word, Google Docs, or HTML
Goal Generate a document for each row in a Smartsheet. The document needs to accommodate cells with varying amounts of text - from a few words to multiple paragraphs. The fields should expand/contract based on the text length. Problem PDF technology doesn't automatically resize fields based on text length. Fixing field…
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Buisness Requirements Document (BRD)
Hi, I am looking to create a form within Smartsheet that acts as a BRD. A form would work much more easily than a grid layout, however i am struggling when i get to areas where i want to list the sprints and their respsective priority. Has anyone got any ideas on how to deal with creating BRD's within Smartsheet?
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Daily Reporting to Document Generation
Good Afternoon, Our construction firm utilizes a standard Gantt chart sheet to track our project's daily reports. Under each category of work we have milestones, i.e. Carpentry :: Framing :: Drywall etc. Under each milestone we add a child for that days work, i.e. Drywall :: Day 1 - Mobilized :: Day 2 - Started Hanging…
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Automating BRD Creation in Smartsheet
Currently managing projects in smartsheet is really straightforward, automated and everything you would expect. One thing i believe we're missing is the ability to create the likes of BRD documents within the platform. We do have forms, however this doesnt line up to the likes of a BRD that may want to take multiple…
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Automations are being deactivated when saving new sheet as... or setting up as a template.
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
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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?
