Applies to
- Business
- Enterprise
Capabilities
Who can use this capability
- Owner
- Admin
- Editor
Automatically generate documents with workflows
Use this capability to generate purchase orders, patient intake forms, contracts, or other documents that are standard in your work processes.
You must be a paid Smartsheet user with Owner, Admin, or Editor-level permission on the sheet to create workflows. Users with Editor-level permissions can only create, edit, or delete alerts or reminders with themselves as the recipient. Learn about workflow permissions.
To use a workflow to automatically generate documents, at least one member of your team must have a DocuSign license.
Before you set up automatic document generation, you need a fillable PDF or DocuSign mapping. Once you have it, follow the below steps to automatically generate documents:
- At the top of your screen, select Automation > New workflow from scratch…
- Set the trigger for the workflow.
- In the Select an action block, select Generate document.
- From the Select mapping dropdown, select the mapping you want to use. If you don't have a mapping, you need to create one.
- Add the workflow conditions you want before generating the document.
- Select Save.
Now, Smartsheet automatically generates your document whenever the trigger and conditions occur.
To avoid creating endless loops, Smartsheet doesn't initiate the Generate document action by cells containing a cross-sheet formula or cell links. This includes formulas that refer to another cell with an inbound cell link or cross-sheet formula. To work around this, use time-based automations or recurrence workflows.