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Sheet Creation Automation
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…
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Generate Documents with Adobe Sign
Please add Adobe Sign as an option in the "Generate Document" feature.
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Merged: Adobe sign as option in General Documents
This discussion has been merged.
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Add Google Slide as one of the Generate Documents Output Options
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…
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Forms and Document Generator
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…
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Sproof
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!
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Electronic signature in document
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.
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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…
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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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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…