-
How have you creatively implemented reporting via Generate Documents? Timelines? Project Status?
Hi! I am building a program management tool with multiple projects with their own WBS. I want to create a few different PDFs which can be automated send to key leaders in the project weekly to highlight any major changes, and visually display a timeline (since timelines can't be embedded into Smartsheet dashboards … yet!).…
-
DocuSign Integration/Generate Document Mapping Error
Hi all, I have been added into a Dynamic View Survey where I have to "Generate Documents" via Docusign. I go through the entire process successfully up until I select the DocuSign Template I want to use. These are the steps I take below: I go into Smartsheet > click on the survey sheet in question >click on the third row >…
-
Forms and Document Generator
Good morning Smartsheet Community! I am in the process of developing a Meeting Management Solution. I will be using some of the features from the Meeting Management Template. The current process for this meeting is each person creates a power point with a PDF related to the topic, New Business, Enhanced Opportunity, Closed…
-
Generate Document and Email to Form Submitter
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 documents back to the person who originally submitted the form? There is an email field in the form and it is set as "Contact"…
-
PDF Fillable form loses fillable fields after it is generated through Smartsheet
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 digital signature option on the form does not copy over through the generating of the PDF. The formatting has copied over in the…
-
Document Generator inconsistent Font
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 font and the other is a regular font. We messed around with it and we were able to get it to bring in two different fonts…
-
Document Mappings Saved for Control Center Solution
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 new project in Control Center you must manually add and map each of your documents. This means project provisioning is no…
-
PDF Generator Automation Attachments
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 subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…
-
Generate Documents in Word
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 back on the language we had to then go and draft the letter in Microsoft Word. I learned at Engage there is a workaround, but…
-
Workflow workaround or product enhancement?
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 attachment is generated first THEN the email. My problem is that this is not the only attachment on the row. The data on the row is…