Hi Thanks for taking the time to read this query. I want to use the "Generate Documents" function in order to create a quote based on information that populates my sheet using "Forms". Fortunately, I …
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…
Our company recently created a cybersecurity threat assessment as a required template for our PMO to ensure that all projects have the proper security and oversight. After working with stakeholders to…
It would be incredibly helpful if I could simply create a workflow to automatically send a generated document to that row's recipient without including the link to the source sheet or requesting an ap…
The reason for asking is we are creating a smartsheet with form for training candidates to register their names, which will then create a certificate using document generator. In order to get the cert…
How do you map the column in the document builder in Smartsheet where the column is a multi select drop-down. I have a pdf document that has a checklist with two options (Satisfactory and Needs Attent…
Hi, I have a team that wants a solution that I can't figure out. Any help would be greatly appreciated (even if its a round about way to a solution). Trade submits inspection via form - generates a do…