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Best Practice Webinars

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  2. Best Practice Webinars

Learning Track

Best Practice Webinars

Looking for a previous webinar recording? Check out our best practice webinars library.

In this guide:
  • Introduction
  • Streamline Your Solution with WorkApps and Dashboards
  • Keep Your Projects on Track with Baselines
  • Connect Live Data Across Sheets
  • 5 Strategies for a Powerful Content Calendar
  • Intro to Integrations
  • Transform the Way You Work with Smartsheet Mobile
  • Smartsheet Formula Best Practices
  • Capture E-signatures with Document Builder
  • Upgrade Your Dashboards with a New Look, Custom Colors, & More
  • Unify Your Smartsheet Solution and Drive Participation with WorkApps
  • Work seamlessly with Smartsheet and Microsoft 365 integrations
  • Survey Best Practices
  • Advance Automation
  • Become an AI Tools Pro
  • Build Effective Dashboards
  • Collaborate on Content with Proofing
  • Communicate in the Context of Your Work: A look at Smartsheet Communication Integrations
  • Effectively Collect Information with Forms
  • Essential Formulas for Smartsheet Users
  • Formula Foundations
  • Intro to Automation
  • Intro to the Enterprise Plan Manager
  • Introducing: Your New Smartsheet Experience
  • Make beautiful dashboards
  • Project Management Fundamentals
  • Sharing Best Practices
  • Streamline Your Task and Document Workflows
  • Understanding Your Data through Reports
  • Visualize Sheet Data with Work Insights
  • Visually Display Your Data with Dashboards
  • Work seamlessly with Smartsheet & Google Integrations
  • WorkApps: Build, Manage, and Share Solutions with Ease
  • Forms Best Practices
  • Redesigned Reports with Grouping and Summary Functions
  • Administration Best Practices
  • New Feature Releases in Resource Management by Smartsheet- Fall 2024

USM Content

Info

Capture E-signatures with Document Builder

USM Content

Learn how to quickly create custom documents with your row data, send them for e-signature, and track the signing status – all in Smartsheet.

Topic

Document Builder

Easily create, sign, and track customized documents for any row in your sheet -- all managed without leaving Smartsheet.

Help Article

Create and send documents for Docusign signatures

With Docusign integration, you can map a Docusign template to a sheet, then use that mapping to create and send customized documents to specific recipients for their signature. You can also synchronize data between Docusign and Smartsheet and track the progress of your documents....

Learning Track traversal links for Capture E-signatures with Document Builder

  • Smartsheet Formula Best Practices
  • Upgrade Your Dashboards with a New Look, Custom Colors, & More

Related Content

  • Document builder: Map sheet columns to a fillable PDF
  • Document Builder: Generate documents from row data
  • Automation

Community

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  • Get help from fellow users
  • Share your feature requests
  • Connect with industry peers
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