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 …
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…
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 …
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 d…
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 tex…
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…
