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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…
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Capture the Decline Reason for DocuSign to Smartsheet
Hello, I am trying to use the Smartsheet DocuSign integration to keep track of the signature status. I am able to track the overall status, such as sent, delivered, completed and declined. However, when a signature is declined, DocuSign will require the signer to provide a decline reason. However, I am struggling to find a…
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Document Builder Docusign Declined Comment
Hello, I'm trying to use Document Builder to start a document in SS, route in Docusign, then pull back into SS. Its working well as long as it gets approved - but I'm looking for a way to capture the Comment entered by the DocuSign users if they reject/decline to sign. I want that DS comment to sync into a column in the…
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document builder - need contact name not email address
When using document builder, I am pulling a field that is a contact list column type. when the program to build the document runs, it shows the email address instead of the contacts name. How can I get the contact name to show on the document?
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big ideas for document generator
My team has 10-20 projects running at any given time in varying scale both in size and end user comfort with Smartsheet. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. My first hope,…
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Arabic Language in Document Builder
Currently the Arabic language does not work when generating documents which is not ideal for many Arabic based companies and users. I don't see why it isn't added already. As it is taking the format which is displayed on the cell.
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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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Re: Document Builder - Generate 1 PDF Document w/ Multiple Rows
I designed a weekly status report form using Adobe Pro, imported it into Smartsheet Document Builder by using Shift to select all rows then mapped the corresponding fields. How do I generate ONE PDF document containing all my mapped fields per row instead of getting it to spit out multiple PDF's? I also see duplication of…