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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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Script in Python to download all PDF attachments in a Sheet
Hi Guys, Created a basic script to download all PDFs from a sheet. Use case: I use Document Builder to create documents from field inspections. However, we need to store these in sharepoint for redundancy. This script basically pulls all "PDFs" so you can then migrate them where you need to. I don't want to pay an…
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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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Better Document Generation Attachment Options
It would be good if we had more control over how Document Generation Attachments are added to a row. We have a use case with two Document Generation workflows – one for updating a PDF during preliminary statuses (New, Revised, etc.), and the other upon reaching Approved status. They each create a PDF with the exact same…
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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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Generate document function can print the content mixed with Chinese and Latin/English characters
As-is: When a form field is set to be filled by Document Builder, that field might have a specific font associated with it. Document Builder tries to use that font for all the incoming text. However, if the font doesn't have all the characters needed (glyphs), it looks for other fonts that do, either in the PDF or a…
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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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Image workaround for Document Generator
We currently manage a detailed Turnover schedule for our Housing Facilities operation. The main schedule sheet has all of the schedule details (contractors, custodians, inspections). I currently have an automation to run the Document Generator every morning to create a custom sign-in sheet for Turnover workers. We would…
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Send Smartsheet-Generated PDF Automatically to Email in Sheet, without a link to the sheet itself
Goal: Let any user in our city request a pre-filled application. Steps We Want: User fills out Smartsheet form Smartsheet automation merges form fields into PDF and attaches PDF to sheet row Smartsheet automation emails the generated PDF to the Applicant Applicant Prints and gets the document notarized Applicant emails it…
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Probleme de generation d'un document reprennant plusieurs lignes
Bonjour, J'ai un projet smartsheet avec 10000 lignes, chaque ligne est un produit. Une colonne s'appelle 'numero de palette" et reprent le numero de palette. Il y a plusieurs produits dans une palette. Lorsque j'utilise la fonction rapport j'arrive à grouper les produits par palette mais il n'existe pas d'interface pour…
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I need help with Smartsheet form
I am trying to change how information from my Smartsheet form is copied over to my PDF document that is generated from my Smartsheet form. It shows up in a single line as shown in the attached photo, however the text written on the form is much longer (see second photo). On the design page of the form, for the text that is…
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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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SmartSheet - DocuSign Document Generation Tracking Column Status
I've been testing document generation within SmartSheet integrated with DocuSign. I've created a test template where it requires multiple recipients to sign the document before completion. However, 3/5 recipients have signed the document and already on SmartSheet shows the Tracking status to be completed. Is there an…
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Incorporate Attachments into Document Generation
We use the Document Generator on a number of Sheets to generate a professional looking report from Row Data. Often the Row Data contains attachments; Photos or PDF's that support it. It would be GREAT if you could Map potential Attachments to specific areas of a Generated Document
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Document Generator inconsistent Font
I am working on a process where we are bringing in two different signatures, but we need the font to be the same for the signature. Both fields are changed in Adobe to be the same font, but one is the font and the other is a regular font. We messed around with it and we were able to get it to bring in two different fonts…
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Document Builder Format Options
I'd love for the ability to set custom data or text formatting from sheet data being added to a document with the Smartsheet Document builder. When using some components, like a Contact List, the values come in as email addresses, rather than names, so I've had to use an additional text column and formula as a workaround.…
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Possible to automate emails to send select attachments?
Is it possible to have certain attachments be sent via email and not other attachments? For example: A PDF is generated after an invoice is submitted. We want this PDF to be sent, which is how we currently have it set up. However, the workflow is set to send when an attachment is added, so the person is notified each time…
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Workflow - Generate Document - New Row Added from a Form
My workflow is as follows: When a new row is added (via form submission) and the "Type" field is a specific selection, e.g. "Business Operations", generate the document "SSV_Business Operations". See screenshot. However, the form is not being generated. What am I missing??
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Document Mapping Issue
Hi I have booking data for three different courses in one smartsheet. I have created the document mapping to create three different course certificates however when I run the automation to create the certificates it is creating all three certificates and not just the one I want. Does anyone have a solution?