Tips for document generation

Applies to

Smartsheet
  • Business
  • Enterprise

Capabilities

Who can use this capability

Licensed users can use the document builder. Owners, Admins, and Editors can attach generated documents to rows in the sheet. Anyone with access to the sheet can generate documents and download the documents to their device. 

Smartsheet has additional features that enhance document generation. Here are a few tips that will enable you to streamline and add efficiency to the process. 

  • Use a form to capture your data.
    Want to be sure the data in your sheet is captured correctly every time? Build a form for data entry. Learn about building forms here
  • Create custom file names for each document.
    By default, Smartsheet uses the name of the PDF to create a filename for each document you generate. If you have a lot of documents, it can be difficult to differentiate between them. You can create a formula to customize those filenames, making them more meaningful. Learn how to create custom file names
  • Customize the email sent when you route a DocuSign item for signature.
    You can customize the subject and message fields, making it easier for your recipients to identify the message. Learn how to customize your email messages
  • Flag the rows that are ready for document creation.
    Once you’ve set the flag, you can filter on rows that are ready and generate documents for only those rows. Take it one step further and use automation to flag the rows and generate your documents. Learn more about automation.