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Can free users generate documents with Document Builder?
Hello, I'm a licensed admin and I created a Document Builder template and added the field mapping. I'm wondering if unlicensed users will be able to right click on a row and generate documents using the existing template/mapping I created?
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Generated Document has extra boxes
Hi I'm having problems with a generated document. It has additional boxes on the generated document. We double checked the PDF and there are no boxes in those areas. Does anyone know how we can fix this possibly? This is the form when not generated This is it the generated document Thank you for your assistance!
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Document Builder: Conditional Formatting & Symbols
It would be great if document builder was able to: either apply conditional formatting within the builder or carry through conditional formatting from the source fields/sheets able to pull through field properties such as symbols as the graphical representation rather than the backend text e.g. I want to include project…
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Problem with Desktop App
Dear Smartsheet, I have just noticed that when I want to configure Mapping for Document Builder in the Desktop App in Windows I get such white screen?
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What template can i use to facilitate paperless employee files with tracking and alerts?
We currently have a paper solution/big bulky employee file. We are trying to move into a paperless solution, where we can not only track the basic documents for new hires and ongoing employees but for example when an employee is due to complete a module and or sign off on a policy. Is there any capabilities that anyone has…
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DocuSign Integration - Assigned Roles not able to be filled out
When creating a SmartSheet with designated named columns and using a template from DocuSign. I'm unable to assign roles in certain fields regardless if I have columns (Text/Field, Contact List etc) that are labeled towards those areas. One of the fields has a 'Conditional Placeholder' Email that I'm not able to edit or…
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Document Generator inconsistent Font
I am working on a process where we are bringing in two different signatures, but we need the font to be the same for the signature. Both fields are changed in Adobe to be the same font, but one is the font and the other is a regular font. We messed around with it and we were able to get it to bring in two different fonts…
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Document Builder Format Options
I'd love for the ability to set custom data or text formatting from sheet data being added to a document with the Smartsheet Document builder. When using some components, like a Contact List, the values come in as email addresses, rather than names, so I've had to use an additional text column and formula as a workaround.…
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Document Mappings Saved for Control Center Solution
Control Center is amazing at taking the hassle out of project creation! Document Generation is also great at eliminating extra work to create standardized documents! However, every time you create a new project in Control Center you must manually add and map each of your documents. This means project provisioning is no…
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Document Generator Quit Working
My document generator on 2 of my sheets just stopped inputting the data into the PDF forms. It will name the file correctly using one of the data fields but won't put the data in the file anymore. I remade my form and the automation like 10 times! The file is small, sticker size 2.25 x 1 and has a barcode font on it. This…