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Merged: Generate a Document and Automatically Send Notification with Document Attached
This discussion has been merged.
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Generate Documents & Control Center
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 project but unfortunately, it does not. Can you please enhance Control Center to bring over the PDF File so it can bring over…
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Merged: Allow automations to send a generated document without sending the sheet link.
This discussion has been merged.
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Radio Button Mapping and Syncing to Docusign Document Builder
Add radio button mapping and syncing to the Docusign integration.
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Can I create an automaton where the generated document is automatically sent?
I want to be able to generate a certificate that serves as proof of attendance that automatically goes out to the participant's email once I update their status. Is that possible?
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Can't map Docusign Template from Smartsheet
Hi, I am trying to map a docusign template from smartsheet document builder however, can't drag fields into the documents. Any help would be appreciated. Thanks
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Document Builder question
Hello Smartsheet fans! I have a group who is trying to use document builder to move data received in a PDF document into rows in smartsheet. We have a fillable PDF to gather information from client When we receive the filled out PDF want to move the data into smartsheet row I envision this working similar to a form however…
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Generate Document Automations Errors with Modified Column
Hi all, I'm encountering some issues with my generate document automation - The overview is: I have a sheet with a form input (Sheet A) and a main log (Sheet B) - the intent is to have users fill out the Sheet A form with each inspection, and that info is index collected into Sheet B to keep it clean and not have all the…
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Split a long text into lines when a document is generated
Hi all, I´m dealing with a challenge when a long text in a cell is mapped to a "text box" in a generated PDF. Despite there is space to separate in lines, the content of the cell appears in one single line, impacting the font size. Is it possible to customize that? thanks and Regards
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Chinese Character Support for Document Builder
Hi, I am using a Generate Document workflow to fill out a fillable PDF. I have some cells with information both in English and Chinese. However, all the information in Chinese does not carry over to the fillable PDF. In April 2021, Smartsheet announced that "Generate Documents" in the document builder now supports…
