Document Builder
Discussion List
- For PDF creation, having the ability to expand a text box to meet the size of the text would be beneficial. On multiple occasions, I have had more text written into a multi-line text box and it expand…
- Dotloop is similar to Docusign.
- It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to…
- 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 itsel…
- 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, wh…
- 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 …
- 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 i…
- 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 ge…
- 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 w…
- 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 w…
