Smartsheet customers can now accelerate their processes by automating the creation of documents and DocuSign mapping within Smartsheet. With this new workflow action for document generation and DocuSign mapping, process owners can reduce manual steps for their team when generating invoices, purchase orders, project plans, agreements and more.<\/p>
The workflow action for document generation is available for licensed sheet owners and admins on Business and up plans, while automated DocuSign mapping is available for Enterprise plans. <\/p>
Apply a filter to the sheet and then you can select that filter in the Dynamic View.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106269,"type":"question","name":"Organizing Smartsheets into folders - Impact to DVs and WorkApps","excerpt":"Hello, I'm trying to organize the workspace listing in Smartsheet. If I create folders and move sheets into different folders, will that mess anything up for the Dynamic Views and WorkApp? Thanks, Frank","categoryID":321,"dateInserted":"2023-06-09T14:20:40+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T15:35:26+00:00","insertUserID":158554,"insertUser":{"userID":158554,"name":"Frank B.","url":"https:\/\/community.smartsheet.com\/profile\/Frank%20B.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3HVYSSRAF5R9\/n9CDGKLAHBDUI.png","dateLastActive":"2023-06-09T15:34:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-10T21:43:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":24,"score":null,"hot":3372645966,"url":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","format":"Rich","tagIDs":[371,443],"lastPost":{"discussionID":106269,"commentID":379859,"name":"Re: Organizing Smartsheets into folders - Impact to DVs and WorkApps","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379859#Comment_379859","dateInserted":"2023-06-09T15:35:26+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-10T21:43:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T15:36:14+00:00","dateAnswered":"2023-06-09T15:35:26+00:00","acceptedAnswers":[{"commentID":379859,"body":"
MCorbin 优等生校友
乔什·兰尼恩 ✭✭
丹·沃尔什 ✭
她名叫Stara ✭✭✭✭✭✭
![https:\/\/us.v-cdn.net\/6031209\/uploads\/IPZTY6D5DTC0\/41837-doc-gen-animation.gif<\/a><\/p>","bodyRaw":"[{\"insert\":\"Hi Community, \\nSmartsheet customers can now accelerate their processes by automating the creation of documents and DocuSign mapping within Smartsheet. With this new workflow action for document generation and DocuSign mapping, process owners can reduce manual steps for their team when generating invoices, purchase orders, project plans, agreements and more.\\nThe workflow action for document generation is available for licensed sheet owners and admins on Business and up plans, while automated DocuSign mapping is available for Enterprise plans. \\n\"},{\"attributes\":{\"link\":\"https:\\\/\\\/help.smartsheet.com\\\/articles\\\/2482492\"},\"insert\":\"Get started here\"},{\"insert\":\"\\nYou can also stay informed by \"},{\"attributes\":{\"link\":\"https:\\\/\\\/offers.smartsheet.com\\\/product-release-notes-subscribe.html\"},\"insert\":\"subscribing to receive release notes\"},{\"insert\":\" for curated news of recently released product capabilities and enhancements for the platform of your choosing, delivered to your inbox. As new releases occur, you will receive a daily email with news of what's released. (Emails will only be sent daily, Monday-Friday, as new releases are available).\\n\"},{\"insert\":\"https:\\\/\\\/us.v-cdn.net\\\/6031209\\\/uploads\\\/IPZTY6D5DTC0\\\/41837-doc-gen-animation.gif\",\"attributes\":{\"link\":\"https:\\\/\\\/us.v-cdn.net\\\/6031209\\\/uploads\\\/IPZTY6D5DTC0\\\/41837-doc-gen-animation.gif\"}},{\"insert\":\"\\n\"},{\"insert\":\"\\n\"}]","format":"rich","dateInserted":"2022-06-16T21:22:26+00:00","insertUser":{"userID":149137,"name":"Jason DelValle","url":"https:\/\/community.smartsheet.com\/profile\/Jason%20DelValle","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-w9oN_MAHns!2rlov9PkVrs!IZIII8oUpLM","dateLastActive":"2023-06-07T20:58:28+00:00","banned":0,"punished":0,"private":false,"label":"Employee"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/92298\/automated-document-generation-and-docusign-mapping-is-here","embedType":"quote","name":"Automated Document Generation and DocuSign mapping is here!"}">](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/IPZTY6D5DTC0\/41837-doc-gen-animation.gif\"){kind=link}
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<\/img><\/a>\n <\/div>\n<\/div>\n