Document Builder
Discussion List
- My company sends out a variety of agreements and other documents, some for signature and some are purely supplemental, for each new client we onboard. The necessary documentation is different for each…
- Hi, I am using document generator to generate a pdf from a row in my Smartsheet. I want to then be able to send this pdf as an email attachment automatically. Is there a way to do this? Do I need to u…
- Although I have an enterprise plan Smartsheet account, I have never been given the option to 'generate document', which is really confusing and unhelpful as I plan on using this feature along with the…
- I have an automation which generates a document. I'd now like to add in some conditions to tailor which mapping is used based on a column value. e.g. if "Supplier" = X, use mapping 1 if "Supplier" = Y…
- Hi all, I´m dealing with a challenge when a long text in a cell is mapped to a "text box" in a generated PDF. Despite there is space to separate in lines, the content of the cell appears in one single…
- Hello Community, I am looking for help in setting up my sheet (or template...not sure which is the snag) for document builder. The issue is this- I'm trying to generate one document per Vendor that li…
- Hi, I am using a Generate Document workflow to fill out a fillable PDF. I have some cells with information both in English and Chinese. However, all the information in Chinese does not carry over to t…
- Hi Thanks for taking the time to read this query. I want to use the "Generate Documents" function in order to create a quote based on information that populates my sheet using "Forms". Fortunately, I …
- Add collaboration functionality to allow multiple people to edit word docs in smart sheets. A nice addition would be check functionality for docs when people are editing, and even better would be the …
- Has anyone figured out a way to add emojis or RYG indicators to a pdf in Doc Builder? I'm trying to print my RYG to a pdf. The standard Symbols column just prints the words "Yellow", etc. When I add a…
