Learning Track
This Help Article appears in the Level 1: Get Started learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Level 1: Get Started learning track. Get the most out of this learning track by starting at the beginning.
The Owner and Admins can edit all mappings on the sheet, including mappings created by others. Owners, Editors, and Admins can create mappings and edit their own mappings. Viewers can see the mappings and build documents for download, but cannot attach documents to rows.
Document builder generates documents using data from Smartsheet and a fillable PDF. Create the fillable PDF and then use the document builder to map column in Smartsheet to fields in the PDF.
There are lots of ways to create a fillable PDF template. Here’s how to create a fillable PDF in Adobe Acrobat, for example, but you can use any tool that works for you.
To create a mapping and send out documents for signatures from DocuSign, see Create and Edit a DocuSign Mapping or Configuration.
Now you can generate documents using your row data. You can download the documents to your device in a .zip file or attach each document to its associated row in the sheet.
See Document Generation: Generate documents from row data for more information about generating documents with your mappings.