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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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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…
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Generate Documents - Link Expiration
Hello! I'm new to using the Generate Documents feature in Smartsheet. I've created an automation that will send email notifications to users in a row, with the email containing an attachment link for them to download the generated PDF. Does anyone know how long the link in the automated communication is valid for? The test…
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Is there a way to mass-delete attachments that were generated with the document builder ?automation?
I previously created a document mapping automation that attached a personalized report to each row of data, but it now requires edits. Is there a way to delete the old auto-generated attachments in one go without deleting the other attachments? If not, I'll have around 2 thousand rows to delete attachments from 1 by 1, so…
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Enhance PDF Document Generator Automation in Smartsheet
Hi Smartsheet Community, I hope this message finds you well. I am writing to propose an enhancement to the PDF Document Generator automation in Smartsheet. Currently, the automation adjusts the font size to fit all the data within the text boxes, which results in the loss of the "scrolling long text" functionality, ignores…