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I need help with Smartsheet form
I am trying to change how information from my Smartsheet form is copied over to my PDF document that is generated from my Smartsheet form. It shows up in a single line as shown in the attached photo, however the text written on the form is much longer (see second photo). On the design page of the form, for the text that is…
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Generated Document has extra boxes
Hi I'm having problems with a generated document. It has additional boxes on the generated document. We double checked the PDF and there are no boxes in those areas. Does anyone know how we can fix this possibly? This is the form when not generated This is it the generated document Thank you for your assistance!
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SmartSheet - DocuSign Document Generation Tracking Column Status
I've been testing document generation within SmartSheet integrated with DocuSign. I've created a test template where it requires multiple recipients to sign the document before completion. However, 3/5 recipients have signed the document and already on SmartSheet shows the Tracking status to be completed. Is there an…
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Incorporate Attachments into Document Generation
We use the Document Generator on a number of Sheets to generate a professional looking report from Row Data. Often the Row Data contains attachments; Photos or PDF's that support it. It would be GREAT if you could Map potential Attachments to specific areas of a Generated Document
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Document Generator inconsistent Font
I am working on a process where we are bringing in two different signatures, but we need the font to be the same for the signature. Both fields are changed in Adobe to be the same font, but one is the font and the other is a regular font. We messed around with it and we were able to get it to bring in two different fonts…
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Document Builder Format Options
I'd love for the ability to set custom data or text formatting from sheet data being added to a document with the Smartsheet Document builder. When using some components, like a Contact List, the values come in as email addresses, rather than names, so I've had to use an additional text column and formula as a workaround.…
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Generate document-Multi lines of Text issue
I am attempting to generate a document with one area using multi lines of text I put into a cell through using ALT+ENTER. However when I generate the document for these fields they do not generate vertically as mutli lines and keep scrolling as run on text. I have it set in these form fields in Adobe as Multi-Line and…
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Possible to automate emails to send select attachments?
Is it possible to have certain attachments be sent via email and not other attachments? For example: A PDF is generated after an invoice is submitted. We want this PDF to be sent, which is how we currently have it set up. However, the workflow is set to send when an attachment is added, so the person is notified each time…
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Workflow - Generate Document - New Row Added from a Form
My workflow is as follows: When a new row is added (via form submission) and the "Type" field is a specific selection, e.g. "Business Operations", generate the document "SSV_Business Operations". See screenshot. However, the form is not being generated. What am I missing??
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Document Mapping Issue
Hi I have booking data for three different courses in one smartsheet. I have created the document mapping to create three different course certificates however when I run the automation to create the certificates it is creating all three certificates and not just the one I want. Does anyone have a solution?
