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Generating document : text not translated in pdf
Hello I’m facing an issue when generating a PDF document from a Smartsheet. The data flows correctly from the sheet to the PDF, but the text is not translated properly, resulting in garbled characters. Example: Value in Smartsheet cell: "TEST" Output in PDF field: "íÉëí" The PDF field is set up as a text field, and it’s…
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Add More Data to Generated PDFs in Later Workflows
Hello, I'd like to suggest an enhancement to the PDF automation feature. Currently, we can build PDF with cell data from the sheet, but it would be incredibly useful to allow adding of more data (or even modifications) to the PDF as part of later workflows. This could include: Appending new data collected from update or…
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Option to Add Step After Generating a Document
We use the Generate Document feature to create PDFs from form submissions and sheet data — it's a great tool for automating paperwork. However, once a document is generated, there’s currently no way to automatically trigger additional steps, such as sending an email, updating a status column, or moving the row. Feature…
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Need ability to clone and export/import Document Builder PDF template mappings
As it stands, when I clone a workspace folder, the automations are copied to the destination, but Document Builder PDF document mappings are not. As such, cloning a workspace folder/sheet results in an incomplete solution, and requires PDF document mappings to be recreated manually. We have some complex PDF template…
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How to export / import PDF document mappings
Hello. Is there a built-in mechanism by which I can export PDF document mappings from a sheet, and import into another sheet? (without using the API) As it stands, if I clone a workspace folder, the automations are copied to the destination, but PDF document mappings are not. Thank you, -tom
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Document Builder Multi Line Error
Hi Everyone, I am having an issue with Document Builder not populating my multi line text answers within the prefill able box. The final PDF document it generates, populates the answers in a single line. I have changed the properties in Adobe to be multi line texts as well, but it seems still be having the same issue. I…
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Archiving Final PDF documents outside of Smartsheet through a script in Python
📄 Automating PDF Downloads from Smartsheet Reports Hi everyone, I manage hundreds of documents generated across multiple sheets in Smartsheet. To keep things organized, I use reports to consolidate them — but I often get asked to ensure these documents are also backed up in SharePoint for redundancy. Unfortunately,…
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Document Builder - Save As New
If I had a document builder PDF with mapping on a sheet and then 'Save as New' that sheet, should the document template and mapping be set up on the new sheet? I am pretty sure it worked for me that way in the past but now it is not happening and I'm wondering if it's an issue I should report or if anyone knows a trick or…
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Document Generation - multiple templates with similar conditions
Hi, I have two templates that I want to have generated upon form submission and various other triggers in my workflow. Due to potential changes, I have it re-generate so the final "step" is the version that has the most updated information. I currently have 6 templates in a single workflow, with my condition for each being…
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Document Builder: Can you convert multi-select items from commas to bullets?
With generating a document (using Document Builder) from a row in Smartsheet where one of those columns is a multi-select column, I'd like the end result to not be a long horizontal list of all those multi-options selected separated by commas as how it's outputting by default today. Instead I'd like the options listed out…
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Is there a way to maintain currency formatting when within a formula?
Hello all, I want to use document generator to make annual compensation letters. Leadership wants the compensation dollar amounts to be formatted within paragraphs, which makes a traditional fillable form a little challenging when I need to be super precise about being in line with the rest of the paragraph. They want one…
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Generate Document Error
I'm trying to map a new document so I can map it and generate new documents automatically. I've done this many times. Now when I go to the "Generate documents" page, it throws an Error message. This then asks me to if I want to "Contact Us", or "Dismiss" - neither of which gets me anywhere. Is anyone else having this issue…
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Generate Documents - Link Expiration
Hello! I'm new to using the Generate Documents feature in Smartsheet. I've created an automation that will send email notifications to users in a row, with the email containing an attachment link for them to download the generated PDF. Does anyone know how long the link in the automated communication is valid for? The test…
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Is there a way to mass-delete attachments that were generated with the document builder ?automation?
I previously created a document mapping automation that attached a personalized report to each row of data, but it now requires edits. Is there a way to delete the old auto-generated attachments in one go without deleting the other attachments? If not, I'll have around 2 thousand rows to delete attachments from 1 by 1, so…
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Document Builder: Make hyperlinks clickable
When generating a document using Document Builder and a field contains a hyperlink entry (from a column at the sheet it's generated from) the hyperlink is not clickable in the generated PDF doc. Is there a way to make it clickable?
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Added Japanese font setting to Document Builder
There currently isn't a way to change the Japanese font displayed on the pdf to use the document generation function in Smartsheet. Therefore, I would like to be able to set the type and size of Japanese fonts in the same way as English fonts.
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ドキュメント生成機能において日本語のフォントを変更できるのか
ドキュメント生成機能でPDFを作成するときに、日本語に関してはフォントを指定することができないのでしょうか？英数字に関してはフォントを指定できたのですが、日本語は設定したフォントが反映されません。 テキスト2を游明朝に設定しても、違うフォントで出力されます。 解決方法をご存知の方はいますか？
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Document Mapping Word Doc
Hello - It looks like I can only use DocuSign or Adobe for document mapping. Is there a work around to get the document into a word doc?
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Generated Document has extra boxes
Hi I'm having problems with a generated document. It has additional boxes on the generated document. We double checked the PDF and there are no boxes in those areas. Does anyone know how we can fix this possibly? This is the form when not generated This is it the generated document Thank you for your assistance!
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Problem with Desktop App
Dear Smartsheet, I have just noticed that when I want to configure Mapping for Document Builder in the Desktop App in Windows I get such white screen?