-
Document Builder Logic
Is there a way to follow the logic from the Smartsheet to populate in the PDF in document builder? For example, we have employees answer multiple questions, which at the end will give them a yes for this form or a no. The answers to their questions are then put on the document and emailed to them. Is there a way for the…
-
Document Builder question
Hello Smartsheet fans! I have a group who is trying to use document builder to move data received in a PDF document into rows in smartsheet. We have a fillable PDF to gather information from client When we receive the filled out PDF want to move the data into smartsheet row I envision this working similar to a form however…
-
Smartsheet & Docusign integration - Error for sending docs due to "failed email and/or name cells"
Hi, I established an integration between Smartsheet and Docusign. I have assigned roles in Docusign and mapped the relevant columns in Smartsheet. In smartsheet I enabled the relevant colums to be contactlists. The contact I used for testing is my own name + email address (which should be correct). Neverthess, I get an…
-
What would be the best way to send out a customized Docusign "envelope" through Smartsheet?
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 client. The current process is to go in through DocuSign, select the documents required for the situation, and send them…
-
Is there a way to the send the pdf attached to a row out as an email attachment?
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 use API? Thank you!
-
Why can I not access the Document Builder feature?
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 Docusign integration for a current work project. Could someone let me know how I can access this or why I can't access this?
-
Conditions and Automation
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, use mapping 2 Is it possible to have nested IFs on the automation or do I need a separate workflow per supplier? Thanks…
-
Split a long text into lines when a document is generated
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 line, impacting the font size. Is it possible to customize that? thanks and Regards
-
Aggregate multiple data points based on criteria into document builder?
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 lists ALL their awarded items (bonus points if I can add zone and rank). Currently when I run the workflow I get 80 documents…
-
Chinese Character Support for Document Builder
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 the fillable PDF. In April 2021, Smartsheet announced that "Generate Documents" in the document builder now supports…