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Multiple Fillable PDFs in Document Builder
I have two fillable PDFs saved to a sheet. Using one automations to create a document, I want to use one of the documents when one condition is true and use a different document if another condition is met. I am trying to pull from one row and I have mapped both fillable PDFs and I am using some of the same fields. One of…
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Document generator returns "0" in all fillable fields
Hi, we've been working with document generator since the beginning. All of a sudden one of the sheets started generating all documents with value "0" in all fillable fields. Document was not changed for 10 months, nothing has changed. I've tried reuploading same document, also started document from scratch - no matter what…
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Add Role to Existing DocuSign Workflow
Hello, I recently took over management of a DocuSign workflow and we need to add a new role to the DocuSign template and in the mapping configuration in Smartsheet. I think I've added the new role to the DocuSign template correctly by adding a new step in the signing order and completed the new message, but the new role is…
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Merged: Carry Document Generation through when saving as new workspace
This discussion has been merged.
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Document Generator Attachment Delay Causing Duplicate Notifications
I created a form that users can complete and add attachments at the time of submission. Once added to a row, the form submission is then mapped via Document Generator to create a pdf file of the user’s form entry and is attached to the row, in addition to any attachments that were added by the user when they completed the…
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Merged: Adding Document Builder Templates to BP Templates in Control Center
This discussion has been merged.
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Link in Document Builder
Despite there are links in the sheet whenever the PDF is created the link is translated into simple text.
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Document Creator Expandable Fields
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 expands beyond the box on the PDF. The text overflows and runs over the text in the next field(s). It would be useful to allow a…
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Does anyone know if connecting Dotloop with Smartsheet in the works?
Dotloop is similar to Docusign.
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Has anyone figured out how to set a default size to pdf text for the Document Generator?
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 itself. This is making the client facing forms look horrible. None of the existing size formatting in my pdf carries over, and we…