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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…
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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…
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Generating a Quotation based on Sheet information
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 have about only 10 items they can choose from. But, how do I create the mappings for only the items they select and not…
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Add collaboration functionality to allow multiple people edit word docs in smart sheets
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 ability to attach a word doc to smartsheet and have multiple people able to edit it at the same time. I currently use…
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Emojis or RYG in Document Builder?
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 an emoji to the cell in a text column, it doesn't print the emoji on the pdf.
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Document Builder Is Producing Random Characters in PDF
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 document is just produces random characters rather than the content that is in the cell (pdf attached).
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Intake form/Sheets to Document Builder - Font issues
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 populated. The fillable pdf itself has conditional formatting on font size. The smartsheets sheet itself has a formatted font…
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Create static Document Builder mapping for project implementation
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 fill out the sheet, PMs are marking a checkbox on the sheet that ultimately triggers the Document Generator automation to…
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Document Builder Automation with Forms
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)?
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Lock Document Builder for Viewer Level Users
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 a form and shared it with our customer. We have workflows in place to create the forms when the necessary information…