generate document
Discussion List
- 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 …
- 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 …
- 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 gene…
- 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…
- 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…
- Hello, I'm trying to use Document Builder to start a document in SS, route in Docusign, then pull back into SS. Its working well as long as it gets approved - but I'm looking for a way to capture the …
- I'm migrating a manual process we have into Smartsheet, and keep finding new hills to climb! : ) Essentially the process will result in document generation (PDF) after different team members submit in…
- I have a PDF that has a custom calculation script that does not run when generating a PDF via the Generate Documents feature. The script is simple by design: var adequate = Number(this.getField("Signs…
- For my application, we would need to have the option to add the line's attachments at the end of the generated document. I use Smartsheet for my RFI: I use a form to collect the questions and other da…
- Greetings All, I am creating a speaker database that will allow prospective conference speakers to complete a submission form and upload attachments for consideration. I've figured out how to use docu…