document generation
Discussion List
- Currently managing projects in smartsheet is really straightforward, automated and everything you would expect. One thing i believe we're missing is the ability to create the likes of BRD documents wi…
- I set up a docusign document generation to have a tracking column and to sync with columns in my sheet when the fields were edited. We just completed an experimental round and the tracking column upda…
- Add radio button mapping and syncing to the Docusign integration.
- Is there a way to follow the logic from the Smartsheet to populate in the PDF in document builder? For example, we have employees answer multiple questions, which at the end will give them a yes for t…
- This error started to appear. I've already installed and uninstalled it and it doesn't help, it's still the same thing. There was also an error on another account I have, but in this case it was relat…
- 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 …
- 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…