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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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Merged: Document Generator - Integrate other E-Signature Tools like Adobe Sign
This discussion has been merged.
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Option to Add Step After Generating a Document
We use the Generate Document feature to create PDFs from form submissions and sheet data — it's a great tool for automating paperwork. However, once a document is generated, there’s currently no way to automatically trigger additional steps, such as sending an email, updating a status column, or moving the row. Feature…
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Switching the Logged in User for Docusign
When using the Docusign+Smartsheet Generate Documents integration, I used to be able to create a mapping with Docusign User A and Docusign Account A. I would test the process, make sure everything was good, and then swap out that user for Docusign User B and Docusign Account B. Now, I cannot do this, and I need to create a…
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Why are my answers not showing up when a document is generated?
I have my Smartsheet set to generate a document when a form is filled out. The document is a fillable PDF and when the document generates not all of the answers populate on the generated PDF. I have tried making the PDF again from scratch, I have tried copying and pasting the fields so I know they're the exact same…
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Scaling Up: Document Generation That Goes Beyond a Single Row
It would be highly beneficial to enable document generation using data from the entire sheet, rather than being restricted to a single row. While the current feature works well for individual row-based documents, it becomes quite limiting when multiple rows need to be included in the same document. Expanding this…
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Pull Attachments from One Sheet to Another
I have sheets that pulls data from the sheets, then fills in a document and attaches it to a row. Is there a way to pull those attachments to another sheet so that all of my needed documents are in one place?
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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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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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Document Builder: Can you convert multi-select items from commas to bullets?
With generating a document (using Document Builder) from a row in Smartsheet where one of those columns is a multi-select column, I'd like the end result to not be a long horizontal list of all those multi-options selected separated by commas as how it's outputting by default today. Instead I'd like the options listed out…