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…
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…
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 secon…
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 wi…
I was hoping the saved mapping I created in my project plan within the template folder that control center uses to provision our projects would carry that saved mapping through to the provisioned proj…
