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Document builder and updating the template
I have started using document builder. I have mapped all the fields and the document works well. We had a minor update to the PDF document, which means that I need to remapp the whole PDF. This seems like a lot of work every time you make a change to the template document. Is there a way in which we can "map" the…
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Document Builder - Mailing Address
Hi! I need to be able to pull data from multiple columns to make a single mailing address field in Document Builder. Example: Column 1 = Client Name Column 2 = Client Street Address Column 3 = City Column 4 = State Column 5 = Zip And I need it to look like a real mailing address Client Name Client Street Address City,…
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Document Builder: Conditional Formatting & Symbols
It would be great if document builder was able to: either apply conditional formatting within the builder or carry through conditional formatting from the source fields/sheets able to pull through field properties such as symbols as the graphical representation rather than the backend text e.g. I want to include project…
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Email attachments generated from the Create Document Workflow
I cannot figure out how to email attachments created with the create a document workflow. I have send alert on attachment and the email goes out with no attachment ( include attachments is checked in workflow). I'm getting frustrated...help!
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Putting ASCII Code (LF) in a cell and using it in a PDF
I am using info from my sheet to fill in Form Letters. I have a field with an address (Street, City, State, Zip). I am trying to avoid having a separate column for Street1, Street2, City, State, Zip, etc. Partly because it is difficult to set up the PDF and make those addresses look right. So I tried adding a ALT-ENTER,…
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Re: Document Builder - Generate 1 PDF Document w/ Multiple Rows
I designed a weekly status report form using Adobe Pro, imported it into Smartsheet Document Builder by using Shift to select all rows then mapped the corresponding fields. How do I generate ONE PDF document containing all my mapped fields per row instead of getting it to spit out multiple PDF's? I also see duplication of…
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Document Builder error
Hello, I am creating documents via the document builder feature and have run into an issue. I initially created documents for 10 rows without an issue. Next I tried 40+ and did not have a problem. When I tried 85 I received an error message that stated "You've reached a temporary usage limit for the requested resource.…
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Streamline document workflows right from Smartsheet with the new DocuSign integration
Hey Smartsheet Community, As of today, Smartsheet is pleased to announce the new DocuSign integration is avaliable for all customers on Enterprise and Premier Plans! How does the DocuSign integration help? With the DocuSign integration, customers can now seamlessly create custom documents with row data, send them for…
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Document Builder custom filename
Hello, Is there a way to customize the file name when using document builder? In theory, I would like to use data from the row itself. Thanks.