generate document
Discussion List
- Hello - I need to send a form to a number of people. I'd like to have them complete the form, and upon submission, automatically receive a DocuSign requesting their signature. For the DocuSign they re…
- Hello, Is there any chance to add automatically an image from row to pdf in Creator?
- Hi there, I'm working on some automated workflows that I would like to generate a PDF document with field information and email it to a contact in a cell. I don't want to go through the effort of buil…
- I'm making a conditional checking but during the mapping process, I'm asked to specified a column on where to send it. Since I'm having 2 different columns: "Created By" & "Contact List", I can only s…
- HI Smartsheet Help Team, I created a form in the smartsheet and collected answers from people. Is there any way I can use "Generate Document" to plug in the answers back to the smartsheet form or I ha…
- I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the "create PDF" checkbox. A PDF is created…
- The DocuSign integration currently does not all you to change how a generated file name is saved within DocuSign. Instead of using the name of the document as specific in Smartsheet, DocuSign uses the…
- We have a form for procurement where the requestor fills out a form for special procurement requests, it goes to docusign for signature, then goes to their director, and the completed form gets attach…
- I've finally figured out how to get Docusign integrated with a generated PDF contract in Smartsheet. Now I'm running into an issue with the second signatory being optional. Often, we only need 1 signa…
- I am using the document generation with DocuSign capability. All but one of my fields are successfully populated in the generation and passed on to file that ends up in DocuSign. However, I am having …
