Document Builder
Discussion List
- Currently managing projects in smartsheet is really straightforward, automated and everything you would expect. One thing i believe we're missing is the ability to create the likes of BRD documents wi…
- Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is th…
- 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 signe…
- Hello, New to DocuSign integration. Have gone through the mapping wizard, but when it comes time to actually drag and drop the Smartsheet fields to the PDF, I cannot do so. I read through the Smartshe…
- Hello all! Our Commercial Solution Engineering Team is hosting a demo of a capitol construction solution on June 25th at 11am PST. Here is the published Smartsheet Dashboard if you are interested in r…
- Add radio button mapping and syncing to the Docusign integration.
- Hi, I am trying to map a docusign template from smartsheet document builder however, can't drag fields into the documents. Any help would be appreciated. Thanks
- Is there a way to follow the logic from the Smartsheet to populate in the PDF in document builder? For example, we have employees answer multiple questions, which at the end will give them a yes for t…
- Hello Smartsheet fans! I have a group who is trying to use document builder to move data received in a PDF document into rows in smartsheet. We have a fillable PDF to gather information from client Wh…
- Hi, I established an integration between Smartsheet and Docusign. I have assigned roles in Docusign and mapped the relevant columns in Smartsheet. In smartsheet I enabled the relevant colums to be con…