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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…
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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…
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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!
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Document Builder Not Opening
This was under a different thread, but as I kept investigating, I figured out it is related to local settings. When I start the document builder it faults out with: However, it works fine on my Surface GO. This leads me to point to some sort of settings and browser control. All pop-ups are allowed, and all cookies are…
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Download Document Builder Template
I received a call today about a Smartsheet produced PDF that needed adjusted - a field needed to be centered instead of left aligned. Unfortunately, I didn't have access to the original PDF that was used for the Document Generation template. Eventually, I was able to download the template from Smartsheet, but it involved a…
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Compliance with DocuSign character limits
When using Document builder to generate a DocuSign Smartsheet does not follow the character limits that are set in the DocuSign template. This causing a formatting nightmare for programs where a particular mapped call could be one line of text, or 20 lines of text. The only workaround that I can find is to create helper…
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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?
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Dynamic View or Form/Sheet
I think I may have a good use case for using Dynamic View, but need help. So I have a sheet that basically is managing the status and progression of a customer request that my staff completes and notify the customer and then their is an approval and then it is complete. We have a weekly project call where we review these…
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Smartsheet Document Builder Mapping for checklist
Please advise how to map the column in the document builder in Smartsheet where the column is a multi select drop-down. Where I have a pdf document that have a checklist and it will be checked based on the selected dropdown.
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Different Contacts for Final Signer in Docusign
Hi, I have set up a template in DocuSign and linked it to Smartsheet, however, I need to be able to set who is the signer internally as it will likely be a variable depending on the type of MNDA. Does anyone know if it is possible to enter a 1st Signer (Contact Person) then have the field for the final signer be variable…