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Can you automatically rename/add prefix to a mapped document?
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 and attaches itself to the row. This is great, and gets around the fact you can't just print a nice looking version of the…
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DocuSign: Setting the File Name
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 name of the pdf file in the DocuSign template. It ignores the name of the pdf created in Smartsheet. For example, in…
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How do I append a completed docusign workflow?
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 attached to the row. I want to be able to add a buyer's email to the buyer email column after the fact, and then the row…
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Optional 2nd Signature for Docusign integration?
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 signature on our contracts, but sometimes, there is a co applicant that can also sign. When Smartsheet doesn't find a name or…
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DocuSign: Creating a Dynamic File Name
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 trouble with carrying over the generated file name from Smartsheet to DocuSign. DocuSign seems to ignore the file name in…
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Generate Documents and Contact cells
Hi I have a fillable PDF and have mapped my fields. I have 4 columns that are Contact List properties. When I map those fields and test to make sure it is coming out correctly, it is showing the email address and not the contact name. What am I missing or doing wrong? Below is a screen shot
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Allow Document Mapping to be used across sheets
I have many reports that I map for generation that reside in different sheets. This requires me to map the reports for each sheet. If there was a general location, or a way to set as templates to use in any asset that would be such a time saver.
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Generate Documents - New lines in text fields?
Hi everyone, I love the "Generate Document" feature but I have a problem with the text fields for long texts. Even though the Smartsheet cell contains text with several paragraphs, the generated pdf document removes all the new line marks and makes only one big block made of one single paragraph. I checked thoroughly and…
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DocuSign Generate Document Issue
I currently have a template mapped out with the columns I want text to be generated in, however I have an issue where if there's too much text, it will overflow into the next lines and obscure the text of other fields. I know when you generate a document as a PDF it will adjust the field/text for it to fit, but I'm lost at…
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How to remove the zero in a formula cell
I have a sheet that I'm inputting data in using a form, and then generating a document to print. Not all columns/cells will have an input on every instance, however, every cell is accounted for within the document mapping. The issue I'm running into is I have a column that has a column formula, and every time I have a new…
