-
Document Builder Automation with Forms
Can Document Builder be automated so that after a form is filled out the document is automatically created and sent to the person who filled out the form (or any other identified person)?
-
Lock Document Builder for Viewer Level Users
We autogenerate many of our customer level forms. Unfortunately, a team member who only has viewer access to the underlying Smartsheet accessed document builder, used the incorrect template to create a form and shared it with our customer. We have workflows in place to create the forms when the necessary information…
-
Document Generation Workflow to Row Contacts
It would be incredibly helpful if I could simply create a workflow to automatically send a generated document to that row's recipient without including the link to the source sheet or requesting an approval or signature.
-
Document Builder - use with business letters
I would like to use Document Builder to merge data into a business letter with paragraphs. Example of a human resource employment offer letter. Microsoft mail merge works well but I'd like a Smartsheet to collect the data and then be able to merge into a letter format. Currently document builder uses a "table" type look…
-
Creating 1 PDF from multiple rows using Document Builder
Hi, Hoping someone can help me with my question. I'm currently trying to automate the sending of a 'reporting pack' for project highlight reporting. I've got my template, etc ready and can automate the creation of highlight reports for each individual row and have the report attached to the corresponding row. I've then…
-
Generate Documents - Date Format not the same as the Sheet
When I am generating a document, the date format is not the same as my sheet - in the sheet, I have the date format as follows: However when the document is generated, it changes the format to American format which is very confusing for everyone: Any ideas on how I can fix this?
-
How to Format Date-dependent Color-changing Cells (3 total columns)
I need to create a Smartsheet for tracking documents, the date of last review and a color changing column reflecting the date of next review. In column A I need to list the document names. In column B I need to list the date of last review. I need help to format column C cells. 1. I need for Column C to populate a date…
-
Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
-
Assistance Needed with Document Builder Mapping
Hi Smartsheet Help Team, I hope this message finds you well. I am currently working on generating a document using the Document Builder in Smartsheet, and I'm facing some challenges with the mapping. I have created a form in Smartsheet that collects information for three different projects, and I use a dropdown menu for…
-
Document Builder + Docusign integration with a sandbox DS integration account
Hi Team, I am trying to work with Smartsheet and integrate Docusign using my docusign developer account. I currently don't have a docusign production account I can use for my testing needs. Please enable: Document Builder + Docusign integration with a sandbox DS integration account. thanks!
