generate document — Smartsheet Community

Sheet Creation Automation

julianamoraes — Tue, 11 Aug 2026 14:12:11 +0000

There should be a way to automate the creation of a new sheet when moving rows so that the sheet does not reach its cell limit and historical data is archived neatly. I have a sheet that logs every training event using an api to write in the training events scheduled. At the end of each month, I would like to move the past months events to a new sheet that gets created and named based off the month column because if I move it to the same sheet, there is no room for multiple months. This does not seem like it would be too difficult (hopefully) since moving rows is already an automation. This would be very helpful. Thank you!

This is the same issue that was mentioned in this post in 2021: https://community.smartsheet.com/en/discussion/75749/automated-workflow-in-archiving-the-data-in-the-sheet?utm_source=community-share

Generate Documents with Adobe Sign

mariahneu — Tue, 19 Dec 2023 17:22:35 +0000

Please add Adobe Sign as an option in the "Generate Document" feature.

Merged: Adobe sign as option in General Documents

Monika_923 — Wed, 05 Aug 2026 17:00:12 +0000

This discussion has been merged.

Add Google Slide as one of the Generate Documents Output Options

tiffany_smith — Thu, 25 Jun 2026 18:51:42 +0000

In addition to the PDF and E-Sign options in the Generate Documents feature, it would be amazing if you had an option to generate a filled out Google Slide as well! Our PMO team supports Marketing and as much as we try to keep our project sponsors looking at our project dashboards in Smartsheet, they always seem to want project status given to them in slide format too.

In our control center solution we have a weekly status tracker sheet and we would love the ability to generate a slide from each week's status update row. That way we are only having to keep the status updates written in our sheets and it shows up both on our dashboard AND we can quickly generate a slide with the exact same info without having to copy / paste it from our sheet into a slide.

Forms and Document Generator

Marlana K. — Thu, 23 Jan 2025 13:04:09 +0000

Good morning Smartsheet Community!

I am in the process of developing a Meeting Management Solution. I will be using some of the features from the Meeting Management Template.

The current process for this meeting is each person creates a power point with a PDF related to the topic, New Business, Enhanced Opportunity, Closed Opportunity. Once they create this power point it is emailed to the individuals that schedule the meeting.

Here is what we are setting out to accomplish using Smartsheet:

Consistency of the PDF Document - this way everyone is providing the same information
Pre-approval process - allowing information to be reviewed and approved and only those items with additional information needed move to the meeting
Decrease manual emails

I have developed 3 forms (New Business, Enhanced Opportunity, Closed Opportunity). Each of these three forms gather information and generate the PDF document. Creating the consistency we are looking for.

However here is the caveat: New Business also contains images.

Does anyone know of a way to insert images into a form other than file/attachments so those images could be mapped into the PDF document?

Thank you in advance for any suggestions or ideas you may have!

Marlana Kalinowski

Sproof

Mickael Osswald — Tue, 19 May 2026 05:34:33 +0000

Hello everybody,

Does anybody use Sproof in combination with smartsheet instead of DocuSign?

Is there any possibility to connect smartsheet to sproof?

Thank you in advance!

Electronic signature in document

Kylie_2807 — Tue, 17 Feb 2026 16:49:00 +0000

I’m having service provide agreements for different clients, how to implement a e-sign workflow in smart sheet where a document is generated and sent for signature to the clients.

Isolate User Entered Value in Multi select list

ktbsp — Tue, 11 Mar 2025 18:49:00 +0000

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 can enter in the value instead of a separate question to enter in the "please specify" relationship. Is there a way to isolate the value that is NOT contained in the original list? This is a multi-select which has made this difficult but if they select "Yes, child" and type in "friend", I would like the "friend" value to show up in a separate cell so that I can map that value to the text box below. Any help would be greatly appreciated!

Docusign Responses Not Showing in Sheet

Lea722 — Wed, 04 Feb 2026 18:34:45 +0000

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 the Docusign envelope
Re‑synced the mapping after any template change
Made sure the columns in Smartsheet are the right types

Thanks!

Lindsay

Customer file name stopped working when generating pdfs

Kim SOS — Thu, 18 Dec 2025 21:20:04 +0000

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 document template.

I created a name column which contains my naming convention and that works correctly. I added that column to the Output Document Name field. When I tested this I thought it was working, but now when I try to generate documents manually or use the workflows I created to auto send a document, it doesn't work . Any suggestions?

Also, if anyone has suggestions on easy ways to send a completed pdf to someone who doesn't have access to Smartsheet that would be great. I mistakenly created 2 workflows that did this, one works and the other makes you log in and go to the sheet to get the document. I want people to download from the email. Than you