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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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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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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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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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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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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…