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Solution Spotlight- Healthcare Capitol Construction Demo
Hello all! Our Commercial Solution Engineering Team is hosting a demo of a capitol construction solution on June 25th at 11am PST. Here is the published Smartsheet Dashboard if you are interested in registering! If you can't make it, but still register, we can send out the recording. We also have a special guest, Neil…
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Radio Button Mapping and Syncing to Docusign Document Builder
Add radio button mapping and syncing to the Docusign integration.
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Can't map Docusign Template from Smartsheet
Hi, I am trying to map a docusign template from smartsheet document builder however, can't drag fields into the documents. Any help would be appreciated. Thanks
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Document Builder Logic
Is there a way to follow the logic from the Smartsheet to populate in the PDF in document builder? For example, we have employees answer multiple questions, which at the end will give them a yes for this form or a no. The answers to their questions are then put on the document and emailed to them. Is there a way for the…
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Document Builder question
Hello Smartsheet fans! I have a group who is trying to use document builder to move data received in a PDF document into rows in smartsheet. We have a fillable PDF to gather information from client When we receive the filled out PDF want to move the data into smartsheet row I envision this working similar to a form however…
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Smartsheet & Docusign integration - Error for sending docs due to "failed email and/or name cells"
Hi, I established an integration between Smartsheet and Docusign. I have assigned roles in Docusign and mapped the relevant columns in Smartsheet. In smartsheet I enabled the relevant colums to be contactlists. The contact I used for testing is my own name + email address (which should be correct). Neverthess, I get an…
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Automated Document Generation and DocuSign mapping is here!
Hi Community, Smartsheet customers can now accelerate their processes by automating the creation of documents and DocuSign mapping within Smartsheet. With this new workflow action for document generation and DocuSign mapping, process owners can reduce manual steps for their team when generating invoices, purchase orders,…
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What would be the best way to send out a customized Docusign "envelope" through Smartsheet?
My company sends out a variety of agreements and other documents, some for signature and some are purely supplemental, for each new client we onboard. The necessary documentation is different for each client. The current process is to go in through DocuSign, select the documents required for the situation, and send them…
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Is there a way to the send the pdf attached to a row out as an email attachment?
Hi, I am using document generator to generate a pdf from a row in my Smartsheet. I want to then be able to send this pdf as an email attachment automatically. Is there a way to do this? Do I need to use API? Thank you!
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Why can I not access the Document Builder feature?
Although I have an enterprise plan Smartsheet account, I have never been given the option to 'generate document', which is really confusing and unhelpful as I plan on using this feature along with the Docusign integration for a current work project. Could someone let me know how I can access this or why I can't access this?
