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Document Builder: Generate PowerPoint Slide
It would be nice if the Document Builder feature included a PowerPoint slide option. For example, I often have to prepare a slide deck for new projects. The information for the slides is contained entirely within a Smartsheet grid. If it were possible to generate a slide in the same way as a PDF, I could eliminate the need…
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DocuSign Powerform Integration
I have seen in several places that Smartsheet integrates with DocuSign Powerforms. Does anyone know how to set this up? I have been able to send information using the standard DocuSign integration but am getting lost using the Powerform URL and understanding how to tie it back to Smartsheet.
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How to use Document Builder when some fields have lots of text?
Hi, I'd like to build a PDF that I can use with Document builder. In my use case I have a column called, "Description". There are cells in the "Description" column that have paragraphs of text, and there are other cells in the column with just a few words. I want to include this "Description" column in the Document Builder…
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Drag drop photos into Cell
Currently, if you drag a photo to any Row it attaches this. I love this BUT when I want a photo in a cell, I have to Insert and browse. Options for Idea. Drag and drop, give an option for photos to be attached or go in cell right-click, insert image, allow drag and drop into a box to put it in a cell. Photos in cells are…
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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 builder
Hello, Is there any chance to add automatically an image from row to pdf in Creator?
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Export PDFs of multiple rows at once?
Is it possible to export PDFs of multiple rows at once? I always go on the three dots in the row, click on "Print" and then save as PDF to export a PDF of my row. Is it possible to generate multiple of these documents at once?
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Document Builder Tracking column?
I'm making a conditional checking but during the mapping process, I'm asked to specified a column on where to send it. Since I'm having 2 different columns: "Created By" & "Contact List", I can only specify one (since one person is needed to sign). So I'm creating 2 document builder based on the same template but each…
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"Created By" column limitations?
Context: We have a Form that was created about 5 months ago for Tech Request Tickets for our company (all internal). Within our company, we all have Smartsheet accounts. We had an issue of auto-population within our form; we couldn't seem to get an email format when people were submitting requests, only the first name was…
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Docusign Integration Generating Blank Documents
Help! We recently upgraded our docusign account and then had to recreate our templates and remap them in our grid. When using the "Generate and Send with Docusign" automation, Docusign sends the signers blank documents. Why is it sending before populating the document? What am I doing wrong?