Document Builder Use Summary Fields
It would be nice if we could use summary fields instead of just column information to fill out PDFs. This would be useful to just have a summary field with the information in it instead of having a whole column with the same information (it would also assist with keeping the sheet small).
Word Download from Document Builder
Hello Smartsheet Team, A suggestion for functionality to external users of SS! In the Document Builder, 'Generate Documents' process, it would be helpful to allow for downloads other than the pdf out, such as MS Word docx. Providing my team with the ability to download a document, after it has been set up with fillable…
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?
Generate Document and Maintain Formulas
I'm trying to create a construction work estimate document that automatically populates a client's name, address, customer number, date, etc. at the top of the document. The document itself contains different formulas to sum up individuals costs of the project and adds tax. When I generate the document, I can get all the…
Document builder and updating the template
I have started using document builder. I have mapped all the fields and the document works well. We had a minor update to the PDF document, which means that I need to remapp the whole PDF. This seems like a lot of work every time you make a change to the template document. Is there a way in which we can "map" the…
Document Builder - Mailing Address
Hi! I need to be able to pull data from multiple columns to make a single mailing address field in Document Builder. Example: Column 1 = Client Name Column 2 = Client Street Address Column 3 = City Column 4 = State Column 5 = Zip And I need it to look like a real mailing address Client Name Client Street Address City,…
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…
Email attachments generated from the Create Document Workflow
I cannot figure out how to email attachments created with the create a document workflow. I have send alert on attachment and the email goes out with no attachment ( include attachments is checked in workflow). I'm getting frustrated...help!
Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
Putting ASCII Code (LF) in a cell and using it in a PDF
I am using info from my sheet to fill in Form Letters. I have a field with an address (Street, City, State, Zip). I am trying to avoid having a separate column for Street1, Street2, City, State, Zip, etc. Partly because it is difficult to set up the PDF and make those addresses look right. So I tried adding a ALT-ENTER,…