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…
I created a pdf document with fillable areas. Then I mapped these fillable areas to the respective columns in my sheet via the document builder process (image attached). Whenever I generate the docume…
Hello! I created an intake form that captures data onto a sheet. One of the automations I built out is to create a PDF. However, upon creating - I am having issues with the font size that is being pop…
Our company recently created a cybersecurity threat assessment as a required template for our PMO to ensure that all projects have the proper security and oversight. After working with stakeholders to…
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)?
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 …
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 ap…