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PDF Generator Automation Attachments
I've set up an automation to generate a PDF when a row of data is submitted via a form. I have another automation to generate the PDF again each time data in the row changes. I am finding that the subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…
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Generate Documents in Word
We have sent out over 2,000 letters this year using the generate document feature and we have loved being able to generate these in Smartsheet. But, in those situations where a counterparty pushed back on the language we had to then go and draft the letter in Microsoft Word. I learned at Engage there is a workaround, but…
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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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Workflow workaround or product enhancement?
Hi everyone, I'm trying to create a multi-action workflow where a document is generated and then an email is sent with that document attached. I'm trying to sequence it in such a way that the attachment is generated first THEN the email. My problem is that this is not the only attachment on the row. The data on the row is…
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Add Role to Existing DocuSign Workflow
Hello, I recently took over management of a DocuSign workflow and we need to add a new role to the DocuSign template and in the mapping configuration in Smartsheet. I think I've added the new role to the DocuSign template correctly by adding a new step in the signing order and completed the new message, but the new role is…
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Dynamic View Attachments - Different Access Levels
Hello - Is there a way users can see specific attachments using the same dynamic view? Process Overview: When a form is completed, the data flows to a grid. The admin of the sheet adds additional PII related data manually. Once all data is input, the admin generates a document. I need two versions of this attachment, one…
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Document Generator: Error in the number columns, change the period to comma.
I have a problem when generating a document that requires numerical fields, at the moment that I am configuring it and it shows me the preview of the document, everything goes perfect, but when I generate the document from the sheet, the numerical field inverts the signs of separation, I am in Venezuela and we use the…
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Document Mappings Saved for Control Center Solution
Control Center is amazing at taking the hassle out of project creation! Document Generation is also great at eliminating extra work to create standardized documents! However, every time you create a new project in Control Center you must manually add and map each of your documents. This means project provisioning is no…
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URLs in Generated Documents
Hi All, I have created a template for document generation that I can easily use to pull relevant information for monthly reporting. As we are new to SmartSheet, we are still running manual pdf reports to our executives for the foreseeable future. To encourage people to get used to SmartSheet though, we want to have URL…
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Document Generation is adding fillable forms in PDF
I am almost to the end of this task from a couple smartsheet forum question, (lol). I am trying to build a generated PDF as normal with linking of the fields with what fields should go where. For some reason however now Smartsheet is adding fillable form fields that are not on the PDF for some reason? The sheet is empty…
