Applies to
- Business
- Enterprise
Capabilities
Who can use this capability
You must be a licensed 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.
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.
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.