Hello, Is there a way to create a fillable form (PDF or otherwise) that would allow Smartsheet to capture the entered data AND allow for the form to be signed with DocuSign? Thanks
I'm trying to generate documents from smartsheet and the document builder results in just a white screen. I've refreshed, closed my browser and reopened, tried on several different sheet and still no result.
First time Smartsheet Community questioner, long time Smartsheet user! I'm in Education Management, and I'm starting to dabble with Document Builder from a multi-rater input form approach. Essentially 5 different raters would submit the same form with their own unique input for the same unique value (in my case, the…
I started implementing Work Apps for our manufacturing company. As our smartsheet use has grown I don't want to give read access to all our "database" sheets. Work Apps seem to be the right solution for that. We utilize the document generator but are not able to use that in workapps? Is there a reason some features do not…
I would like to send an attachment via Smartsheet/DocuSign API and set up already the template. But I can't figure out how to set up the mobile number in Smartsheet that the recipient can receive the identity verification SMS. Does anybody generated documents already and used the verification SMS?
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If I revise a fillable PDF that was already mapped in Document Builder, do I have to "create" a new mapping, or is there a way to update the source sheet with the revised PDF?
Missed the webinar? A recording is now available for you to learn about the redesigned document builder, now including a direct integration with DocuSign. We'll share how to quickly create custom documents with your row data, send them for e-signature, and track the signing status – all in Smartsheet. Visit the Best…
We are using Smartsheet forms as most people are to systematically gather data from multiple team members. I have automations notifying team members of updates and new records coming in. I recently set up some mappings from a Smartsheet to a pdf with fields to automate the output of pdf forms. I need a way to automatically…