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Create static Document Builder mapping for project implementation
Our company recently created a cybersecurity threat assessment as a required template for our PMO to ensure that all projects have the proper security and oversight. After working with stakeholders to fill out the sheet, PMs are marking a checkbox on the sheet that ultimately triggers the Document Generator automation to…
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Generate Document Automation, select 1 of 3 contracts
Hello, one of my workflows includes an automation to generate a contract. It started as 1 type of contract and worked great. I have a check box to "generate contract" and when that is checked, the automation is triggered. Then we created different forms of the contract: we have 1 for veterans, 1 for people that pay in full…
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Document Generation Workflow to Row Contacts
It would be incredibly helpful if I could simply create a workflow to automatically send a generated document to that row's recipient without including the link to the source sheet or requesting an approval or signature.
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How can I summarize 26 sheets and then generate a document
This is a complex one that has been rattling around my brain for a while now. We have 26 sheets, each has a form tied to it that allows folks to enter information based on review/compliance questions. Example: AB 1.1.1 Did you observe them following rules? - If yes they receive a % score if No they receive a 0 and in the…
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is-there-a-way-to-generate-a-single-document
We're are working on generating a single document from multiple rows on smartsheet. We found this posted some time ago (https://community.smartsheet.com/discussion/92216/is-there-a-way-to-generate-a-single-document-from-) and we were wondering if it was resolved or if there any other options rather than transfer the…
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is there a way for non licensend users to generate documents?
We work with the option generate documents to issue product specs (preliminary and final). As long as the information is being completed on smartsheet, it will be very helpful if non licensed users could generate the pdf document (no need for mapping, it is already done). Is there a way for non licensed users to get the…
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Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
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Can I Generate PDF to accommodate text of various length?
1.) I have a sheet which generate a document for each row in a Smartsheet. The document needs to accommodate cells with varying amounts of text - from a few words to multiple paragraphs. The fields should expand/contract based on the text length. Are there any workarounds to make this possible? 2.) Is mapping of Smartsheet…
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Compliance with DocuSign character limits
When using Document builder to generate a DocuSign Smartsheet does not follow the character limits that are set in the DocuSign template. This causing a formatting nightmare for programs where a particular mapped call could be one line of text, or 20 lines of text. The only workaround that I can find is to create helper…
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How to change date format in generated document
I am having trouble with the date reporting out as mm/dd/yyyy when I would like it reported as dd-Mmm-yyyy. I have a created date column, and a second column with function =DATEONLY([Created Date]@row), and the column is formatted as dd-Mmm-yyyy, as shown in the screen shot below. When I go to generate a document with this…
