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Electronic signature in document
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.
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Isolate User Entered Value in Multi select list
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…
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Docusign Responses Not Showing in Sheet
Hello :) Any ideas as to why responses on a completed Docusign are not showing in Smartsheet? This is a video of the issue: Docusign Not Mapping.mp4 I've tried the below: Made sure the Docusign fields are mapped to Smartsheet columns Ensured the Docusign fields are tagged correctly Confirmed I used a template when sending…
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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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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Print From Document Preview
Please add a function to print a document from the preview, and/or add a function to print it.
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Document generation to Docusign Templates stopped working
I have several templates set up to generate Docusigns for signature. Everything has been working fine until this morning. The Docusigns are still getting generated, but they are not getting populated. I haven't changed any of the mappings or field names. Does anyone know how to troubleshoot and fix this problem? I have a…
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Generate Document Error
I'm trying to map a new document so I can map it and generate new documents automatically. I've done this many times. Now when I go to the "Generate documents" page, it throws an Error message. This then asks me to if I want to "Contact Us", or "Dismiss" - neither of which gets me anywhere. Is anyone else having this issue…
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Automation deactivation issue
Hi Smartsheet experts, I have a recurring issue with an automation deactivating itself, and I cannot for the life of me figure out what the problem is. The trigger "Status" column is manually adjusted - it is not connected to any other automation. Can anyone see an issue here that I'm missing?