Document Builder
Discussion List
- 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…
- 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 Smartshee…
- 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 th…
- 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 America…
- 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…