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Docusign Responses Not Showing in Sheet
Hello :) Any ideas as to why responses on a completed Docusign are not showing in Smartsheet? This is a video of the issue: Docusign Not Mapping.mp4 I've tried the below: Made sure the Docusign fields are mapped to Smartsheet columns Ensured the Docusign fields are tagged correctly Confirmed I used a template when sending…
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Saved Mapping populating PDF with random letters/characters instead of data from columns.
I work at a company that has used the document generation feature for a while to create cover sheets for jobs we're bidding/quoting. It's a super simple PDF that has worked well for a while. Today it stopped working and started populating the fillable PDF with complete nonsense like "e~îÉå]mêáåÅÉíçå" and "MNLOSLOS". I've…
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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Document generation to Docusign Templates stopped working
I have several templates set up to generate Docusigns for signature. Everything has been working fine until this morning. The Docusigns are still getting generated, but they are not getting populated. I haven't changed any of the mappings or field names. Does anyone know how to troubleshoot and fix this problem? I have a…
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Automation deactivation issue
Hi Smartsheet experts, I have a recurring issue with an automation deactivating itself, and I cannot for the life of me figure out what the problem is. The trigger "Status" column is manually adjusted - it is not connected to any other automation. Can anyone see an issue here that I'm missing?
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Merged: Document Generator - Integrate other E-Signature Tools like Adobe Sign
This discussion has been merged.
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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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Switching the Logged in User for Docusign
When using the Docusign+Smartsheet Generate Documents integration, I used to be able to create a mapping with Docusign User A and Docusign Account A. I would test the process, make sure everything was good, and then swap out that user for Docusign User B and Docusign Account B. Now, I cannot do this, and I need to create a…
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Why are my answers not showing up when a document is generated?
I have my Smartsheet set to generate a document when a form is filled out. The document is a fillable PDF and when the document generates not all of the answers populate on the generated PDF. I have tried making the PDF again from scratch, I have tried copying and pasting the fields so I know they're the exact same…
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Scaling Up: Document Generation That Goes Beyond a Single Row
It would be highly beneficial to enable document generation using data from the entire sheet, rather than being restricted to a single row. While the current feature works well for individual row-based documents, it becomes quite limiting when multiple rows need to be included in the same document. Expanding this…
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Print From Document Preview
Please add a function to print a document from the preview, and/or add a function to print it.
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Pull Attachments from One Sheet to Another
I have sheets that pulls data from the sheets, then fills in a document and attaches it to a row. Is there a way to pull those attachments to another sheet so that all of my needed documents are in one place?
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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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Enhance PDF Document Generator Automation in Smartsheet
Hi Smartsheet Community, I hope this message finds you well. I am writing to propose an enhancement to the PDF Document Generator automation in Smartsheet. Currently, the automation adjusts the font size to fit all the data within the text boxes, which results in the loss of the "scrolling long text" functionality, ignores…
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PDF Text Field Scroll Bar Not Working
Hi, I converted a word document into a fillable PDF. I set up all the text fields in the PDF so that Scroll Long Text and Multi Line are checked in the properties options. When I type a long paragraph in the PDF where the text overflows the text field box, the scroll bars work as they should, and I can see all the text in…
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Isolate User Entered Value in Multi select list
I have a multi-select list that looks like the below. My goal is to map form results to a PDF and I've used helper columns to turn the responses into checkboxes [formula for those: =HAS([Indicate the type of referral source]@row, "Yes, parent")]. However….I do not have the multi-select limited to my answers so that staff…