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Automating BRD Creation in Smartsheet
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 within the platform. We do have forms, however this doesnt line up to the likes of a BRD that may want to take multiple…
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Docusign Document Generation
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 updated to Sent, but did not update to Completed and the edited field did not change in the spreadsheet. What do I need to do to…
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Radio Button Mapping and Syncing to Docusign Document Builder
Add radio button mapping and syncing to the Docusign integration.
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Document Builder Logic
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 this form or a no. The answers to their questions are then put on the document and emailed to them. Is there a way for the…
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Smartsheet for Google Docs is no longer working
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 related to token authorization. Is anyone having problems with this extension too? It is very important to us!
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Generating a Quotation based on Sheet information
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 have about only 10 items they can choose from. But, how do I create the mappings for only the items they select and not…
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Create static Document Builder mapping for project implementation
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 fill out the sheet, PMs are marking a checkbox on the sheet that ultimately triggers the Document Generator automation to…
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Document Generation Workflow to Row Contacts
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 approval or signature.
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Is it possible to include a formula in a hidden field in a form?
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 certificate PDFs to have a unique file name I have added a column called file name with the formula ="COSHH Training Certificate…
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Document Generator
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 Attention) and it will be checked based on the selected dropdown. I am hoping there is a way around having to create a separate…