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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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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…
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Document Builder
Hello, everyone. This is a first-time poster here. I am using the Document Builder function. However, I keep getting a popup error message. So, the question is: I select a row and click on Document Builder. Am I doing something wrong, or is SmartSheet having issues now?
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Document Builder Error Message
As I try to generate a document for a particular row, I am getting this error message. Has anyone else experienced this issue? Any ideas and tricks as to why this is happening and how to fix it?
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Can Smartsheet use a custom name for each document generated using document builder?
For example, can it pull Job number of the line it's generating the document for so that it's unique and custom and gives good visual confirmation you are attaching the correct document to outgoing e-mail to suppliers?
