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Saved Mapping populating PDF with random letters/characters instead of data from columns.
I work at a company that has used the document generation feature for a while to create cover sheets for jobs we're bidding/quoting. It's a super simple PDF that has worked well for a while. Today it stopped working and started populating the fillable PDF with complete nonsense like "e~îÉå]mêáåÅÉíçå" and "MNLOSLOS". I've…
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Is there a way to maintain currency formatting when within a formula?
Hello all, I want to use document generator to make annual compensation letters. Leadership wants the compensation dollar amounts to be formatted within paragraphs, which makes a traditional fillable form a little challenging when I need to be super precise about being in line with the rest of the paragraph. They want one…
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Merged: Document Generator - Integrate other E-Signature Tools like Adobe Sign
This discussion has been merged.
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Why are my answers not showing up when a document is generated?
I have my Smartsheet set to generate a document when a form is filled out. The document is a fillable PDF and when the document generates not all of the answers populate on the generated PDF. I have tried making the PDF again from scratch, I have tried copying and pasting the fields so I know they're the exact same…
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Script in Python to download all PDF attachments in a Sheet
Hi Guys, Created a basic script to download all PDFs from a sheet. Use case: I use Document Builder to create documents from field inspections. However, we need to store these in sharepoint for redundancy. This script basically pulls all "PDFs" so you can then migrate them where you need to. I don't want to pay an…
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Better Document Generation Attachment Options
It would be good if we had more control over how Document Generation Attachments are added to a row. We have a use case with two Document Generation workflows – one for updating a PDF during preliminary statuses (New, Revised, etc.), and the other upon reaching Approved status. They each create a PDF with the exact same…
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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?