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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…
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Document Builder Docusign Declined Comment
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 Comment entered by the DocuSign users if they reject/decline to sign. I want that DS comment to sync into a column in the…
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Run a formula on a destination sheet when rows are moved to it
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 info onto a sheet using Forms. First, I found a formula solution that worked for me to combine all sheet data (from columns)…
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Is a PDF's Javascript disabled when Generating Documents?
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_Adequate").value); if (adequate ==1) this.getField("Signs_Adequate_Result").value = "True"; I was hoping to achieve a…
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Attachment at the end of generated documents
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 data and I then automatically print the answer with the "generate document" tool when the question is answered. It works well,…
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Using Document Builder to generate multi-page pdfs (Doc Builder pdf + attachments)
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 document generator to convert the info recevied via a form into a pdf which the selection committee can review. Is there a way…
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Secondary action after generating PDF
In an intake sheet I'm having the information entered mapped to a PDF document. I want to see if there's a way to have an automation to checkmark a checkbox when that document is generated (as a secondary action) but I'm not seeing the additional "+" like in other automation workflow. Is there a way to have that trigger?…
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Automating BRD Creation in Smartsheet
Currently managing projects in smartsheet is really straightforward, automated and everything you would expect. One thing i believe we're missing is the ability to create the likes of BRD documents within the platform. We do have forms, however this doesnt line up to the likes of a BRD that may want to take multiple…
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Merged: Generate a Document and Automatically Send Notification with Document Attached
This discussion has been merged.
