DocuSign Generate Document Issue
I currently have a template mapped out with the columns I want text to be generated in, however I have an issue where if there's too much text, it will overflow into the next lines and obscure the text of other fields. I know when you generate a document as a PDF it will adjust the field/text for it to fit, but I'm lost at…
Document Builder - Add "Remain Fillable" options for fields
Currently if you generate a PDF using Document Generation, all mapped fields lose their "Fillable" status once the PDF is generated, even if the source cell from the Smartsheet is blank/null. It would be nice to be able to have a setting per field if it should "Remain Fillable" after generation so that it can be edited…
Docusign Integration fields not consistently populating
When I send a generated e-sign document to myself, who is the administrator on the docusign account, all the Smartsheet mappings are working correctly (all the fields are transferred and displayed in the generated document). When I send the documents to anyone else, the fields are blank. I am at a loss!
Add Google Doc merge to automatic document generation
It would be very helpful for our work if we could create a mapping to a Google Doc merge template, instead of a fillable PDF format, for the document generation workflow. Most of our forms are done using Smartsheet Forms, so fillable PDFs are not necessary, but we do create quite a lot of documents using the Smartsheet…
Document Builder - use with business letters
I would like to use Document Builder to merge data into a business letter with paragraphs. Example of a human resource employment offer letter. Microsoft mail merge works well but I'd like a Smartsheet to collect the data and then be able to merge into a letter format. Currently document builder uses a "table" type look…
Document builder for HR employment letters - Need help
In looking at Smartsheet community postings and Smartsheet instructions for Document Builder - it appears that people are using it for one-page forms rather than letters. Has anyone used it for multipage employment letters? We have a 4-page letter we would like to use this process with but when I've tested it the fields do…
WorkApps: Generate Documents
Would like to be able to use the generate documents workflow from the workapp instead of having to go back to the sheet. Our HR admins use this regularly and have to flip back and forth, defeating the point of the one stop shopping with the app.
Merged: Document Generator X Intake Form = PDF Intake Form
This discussion has been merged.
Document Builder Auto-Mapping
When I import an editable pdf, if the name of a field (from the pdf) matches one the columns, could there be an automatic mapping between the two of them.
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,…