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Forms and Document Generator
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…
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Generate Documents with Adobe Sign
Please add Adobe Sign as an option in the "Generate Document" feature.
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Sproof
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!
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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.