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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?
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Multiple Problems on Same Sheet
I'm having multiple issues right now with this sheet I am trying to create for an inventory. 1: I created automations to generate documents, two different automations based on the Name of the item added. This worked but was creating multiple documents on the same row at the same time, and thus triggering an alert to a…
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big ideas for document generator
My team has 10-20 projects running at any given time in varying scale both in size and end user comfort with Smartsheet. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. My first hope,…
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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…
