Document Builder
Discussion List
- 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…
- I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sen…
- Hi Smartsheet Help Team, I hope this message finds you well. I am currently working on generating a document using the Document Builder in Smartsheet, and I'm facing some challenges with the mapping. …
- 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 ena…
- 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 Surfac…
- 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 u…
- 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 parti…
