generate document

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…

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…

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…

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?

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…

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…

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…

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…

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…

For my application, we would need to have the option to add the line's attachments at the end of the generated document. I use Smartsheet for my RFI: I use a form to collect the questions and other data and I then automatically print the answer with the "generate document" tool when the question is answered. It works well,…