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…
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…
Document Builder error
Hello, I am creating documents via the document builder feature and have run into an issue. I initially created documents for 10 rows without an issue. Next I tried 40+ and did not have a problem. When I tried 85 I received an error message that stated "You've reached a temporary usage limit for the requested resource.…
Streamline document workflows right from Smartsheet with the new DocuSign integration
Hey Smartsheet Community, As of today, Smartsheet is pleased to announce the new DocuSign integration is avaliable for all customers on Enterprise and Premier Plans! How does the DocuSign integration help? With the DocuSign integration, customers can now seamlessly create custom documents with row data, send them for…
Document Builder custom filename
Hello, Is there a way to customize the file name when using document builder? In theory, I would like to use data from the row itself. Thanks.
Documents Builder Error
Dear Team, Pleaser note that I unable to use the Document Builder feature and getting attached error while opening document builder option. Awaiting prompt support. Thanks and best regards.
Enhancement Request: Dynamic data extension for forms and document generation
Alerts have the following capability: "Make each alert or request more readily identifiable in the subject line of the notification with message placeholders." Is it possible to extend this to form submission text as well? Is it possible to extend this to the name of the document created with the document generator? Thank…
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!
Create Documents in Smartsheet
It would be great to have a word processor like Google Docs for building collaborative documents in platform. Alot of the competition like Monday.com and Clickup sell this as a key feature and it is very useful to have.
transfer the DocuSign/Generate Docs. Mapping from project sheet to sheet
Is there a way to transfer the DocuSign/Generate Docs. Mapping from project sheet to sheet? We use a standard sheet as our template for every project. When we prepare for a new project, we select 'file save as' and create a new name; which allows us to transfer forms, automation and sheet summaries but I'm not able to roll…