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Document Generation/Mapping included in templates
If I save a sheet that I've created a document mapping for as a template, that document mapping t should be a part of a template. It does not make sense that a document mapping saved in a template would not be used in the template. A document mapping that is saved within a template should be maintained when the template is…
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Generate Documents - Link Expiration
Hello! I'm new to using the Generate Documents feature in Smartsheet. I've created an automation that will send email notifications to users in a row, with the email containing an attachment link for them to download the generated PDF. Does anyone know how long the link in the automated communication is valid for? The test…
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Is there a way to mass-delete attachments that were generated with the document builder ?automation?
I previously created a document mapping automation that attached a personalized report to each row of data, but it now requires edits. Is there a way to delete the old auto-generated attachments in one go without deleting the other attachments? If not, I'll have around 2 thousand rows to delete attachments from 1 by 1, so…
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Document generation not working for all rows
Hi, I'm attempting to generate a document based on the agreement trigger checkbox column (which is checked when there is a date in the event approval date). The issue I'm encountering is that for some rows, the document is generated and attached, but for others, it is not attached. Can someone help me to solve this?
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Image workaround for Document Generator
We currently manage a detailed Turnover schedule for our Housing Facilities operation. The main schedule sheet has all of the schedule details (contractors, custodians, inspections). I currently have an automation to run the Document Generator every morning to create a custom sign-in sheet for Turnover workers. We would…
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Document Mapping Word Doc
Hello - It looks like I can only use DocuSign or Adobe for document mapping. Is there a work around to get the document into a word doc?
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Generate document function can print the content mixed with Chinese and Latin/English characters
As-is: When a form field is set to be filled by Document Builder, that field might have a specific font associated with it. Document Builder tries to use that font for all the incoming text. However, if the font doesn't have all the characters needed (glyphs), it looks for other fonts that do, either in the PDF or a…
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Send Smartsheet-Generated PDF Automatically to Email in Sheet, without a link to the sheet itself
Goal: Let any user in our city request a pre-filled application. Steps We Want: User fills out Smartsheet form Smartsheet automation merges form fields into PDF and attaches PDF to sheet row Smartsheet automation emails the generated PDF to the Applicant Applicant Prints and gets the document notarized Applicant emails it…
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Probleme de generation d'un document reprennant plusieurs lignes
Bonjour, J'ai un projet smartsheet avec 10000 lignes, chaque ligne est un produit. Une colonne s'appelle 'numero de palette" et reprent le numero de palette. Il y a plusieurs produits dans une palette. Lorsque j'utilise la fonction rapport j'arrive à grouper les produits par palette mais il n'existe pas d'interface pour…
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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…
