Document builder generates documents using data from Smartsheet and a fillable PDF.
Document builder generates documents using data from Smartsheet and a fillable PDF.
With DocuSign integration, you can map a DocuSign template to a sheet, then use that mapping to create and send customized documents to s
When you generate lots of documents and don’t use custom filenames, it can be hard to tell your documents apart, especially if they get detached from ...
You need to be an Admin on the sheet to create new mappings. You need to be an Editor on the sheet to use the mapping and send out envelopes....
Owner and Admins can create and edit DocuSign mappings. Editors can send documents for signature....
The Owner and Admins can create and edit DocuSign mappings on that sheet after they logged into their DocuSign account....
To use workflow to automatically generate documents, at least one member of your team must have a DocuSign license....
Paid users can use the document builder. Owners, Admins, and Editors can attach generated documents to rows in the sheet....