generate document

We have a few sheets where we use the Generate Document feature to populate and send a DocuSign document. Some of these have over a 100 field mappings. We are getting rid of our corporate DocuSign account and have signed up for a single Standar License in DocuSign. My question is, can I change DocuSign accounts for the…

I was hoping the saved mapping I created in my project plan within the template folder that control center uses to provision our projects would carry that saved mapping through to the provisioned project but unfortunately, it does not. Can you please enhance Control Center to bring over the PDF File so it can bring over…

There should be a way to automate the creation of a new sheet when moving rows so that the sheet does not reach its cell limit and historical data is archived neatly. I have a sheet that logs every training event using an api to write in the training events scheduled. At the end of each month, I would like to move the past…

Please add Adobe Sign as an option in the "Generate Document" feature.

This discussion has been merged.

In addition to the PDF and E-Sign options in the Generate Documents feature, it would be amazing if you had an option to generate a filled out Google Slide as well! Our PMO team supports Marketing and as much as we try to keep our project sponsors looking at our project dashboards in Smartsheet, they always seem to want…

Good morning Smartsheet Community! I am in the process of developing a Meeting Management Solution. I will be using some of the features from the Meeting Management Template. The current process for this meeting is each person creates a power point with a PDF related to the topic, New Business, Enhanced Opportunity, Closed…

Hello everybody, Does anybody use Sproof in combination with smartsheet instead of DocuSign? Is there any possibility to connect smartsheet to sproof? Thank you in advance!

I’m having service provide agreements for different clients, how to implement a e-sign workflow in smart sheet where a document is generated and sent for signature to the clients.

I have a multi-select list that looks like the below. My goal is to map form results to a PDF and I've used helper columns to turn the responses into checkboxes [formula for those: =HAS([Indicate the type of referral source]@row, "Yes, parent")]. However….I do not have the multi-select limited to my answers so that staff…