- Is it possible to send ONLY an attachment as an alert?
Hello, Is it possible to send only an attachment as an alert WITHOUT the link to the sheet? I need to send them the file but do not want them to see or have access to the sheet at all. Please help, thanks!
- PDF form fillable fields gone when using DocuSign for generating document???
Hi! So I've been playing with the document generator from row data. I created a fillable pdf form and was able to generate the document from row data with this form. Now, my form requires signatures, so I would like to use the DocuSign mapping option for this. I've added my fillable pdf form as a template in DocuSign, but…
- Drag drop photos into Cell
Currently, if you drag a photo to any Row it attaches this. I love this BUT when I want a photo in a cell, I have to Insert and browse. Options for Idea. Drag and drop, give an option for photos to be attached or go in cell right-click, insert image, allow drag and drop into a box to put it in a cell. Photos in cells are…
- Copy over Document Mappings
可以选择将是非常有用的吗to copy over document mappings when I save as and create a new sheet
- Autogenerate Documents - One or more blocks in this workflow is invalid
I am trying to use the new autogenerate documents automation https://help.smartsheet.com/articles/2482492-build-workflow-automate-document-generation?ict_source=smartsheet&ict_medium=bulletin&ict_campaign=blt1229a When I test the workflow I get an email: One or more blocks in this workflow is invalid. Please edit the…
- Approval Flow Log
Is there anyway I can get an approval record for my approval flow? I have an approval flow with 5 steps, each triggered to start after the previous one changes from "submitted" to "approved", each time a time is recorded. At the end I would like to have something like the DocuSign summary, or Certificate of Completion... a…
- Document Builder - Ability to Provision
Can you please add the ability to copy a mapped document in document builder. This would be very helpful to be able to provision new projects in Control Center without having to re-map the document each time.
- Control Center & Document Builder
Hi, I have created a new document mapping in my control center. I can see that when a sheet is copied, the mapping does not follow. Can you please confirm that I need to re-map every time I provision a new project? Thank you!
- Add Google Doc merge to automatic document generation
It would be very helpful for our work if we could create a mapping to a Google Doc merge template, instead of a fillable PDF format, for the document generation workflow. Most of our forms are done using Smartsheet Forms, so fillable PDFs are not necessary, but we do create quite a lot of documents using the Smartsheet…
- DocuSign URL Column
From my post Utilizing the Docusign integration. Much like how there's an automated Status column for the delivery of the documents, is there a way to automatically pull in the URL of the DocuSign .pdf? Trying some Zapier automation that would benefit from that info.
