I've created my form and workspace. Check. It's generating documents and autopopulating fields from the form exactly as expected. Is it possible to use the notification feature to send generated docum…
We created a fillable form using Adobe Acrobat and use that as the mapping for our workflow automation to generate a document. We require a digital signature after the PDF is generated, but the digita…
I am working on a process where we are bringing in two different signatures, but we need the font to be the same for the signature. Both fields are changed in Adobe to be the same font, but one is the…
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 n…
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 sub…
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 bac…
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 attachme…
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…
