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Smartsheet: The Document Builder
Learn how to use the Smartsheet Document Builder to generate documents from row data.Preview the first lesson free — get full access to all 4 lessons.
Intermediate Provider : Darren Mullen 4 Lessons · 16m in Arabic, German, English, Spanish, French, Portuguese, Chinese
Course Description
It is easy to collect data in a Smartsheet grid through forms and other methods, but this data doesn’t need to be limited to simply being displayed in a spreadsheet-style grid format. This course will show that Smartsheet is a collaboration tool with workflows to improve productivity and efficiency, it offers features to transform data in sheets into other formats. One such feature is the Document Builder. With this tool, data from a row in Smartsheet can be mapped into a fillable PDF template to either generate a PDF document or be sent to the DocuSign service for e-signature.
This module will explore how to use the Smartsheet Document Builder to generate documents using row data from a sheet. Topics covered include how to map columns in a sheet to a PDF template, manually generating a PDF using row data, and using an automation workflow to generate a PDF document.
What You'll Learn
- Understand what the Smartsheet Document Builder is and how it works
- Map columns in a Smartsheet sheet to a fillable PDF template
- Generate PDF documents manually using row data from a sheet
- Configure an automation workflow to generate PDF documents
- Send mapped row data to the DocuSign service for e-signature
Key Takeaways
- Smartsheet is a collaboration tool with workflows that improve productivity and efficiency, and it can transform data in sheets into other formats.
- The Document Builder feature maps data from a row in Smartsheet into a fillable PDF template to generate a PDF document or send it to DocuSign for e-signature.
- Documents can be generated either manually from row data or automatically through an automation workflow.
- Configuring the Document Builder involves mapping the columns in a sheet to fields in a PDF template.
Frequently Asked Questions
What does this course cover?
It explores how to use the Smartsheet Document Builder to generate documents using row data from a sheet, including mapping columns to a PDF template, manually generating a PDF from row data, and using an automation workflow to generate a PDF document.
What can I do with the Document Builder?
With the Document Builder, data from a row in Smartsheet can be mapped into a fillable PDF template to either generate a PDF document or be sent to the DocuSign service for e-signature.
What skills will I gain from this course?
The course covers skills including Smartsheet, Spreadsheets, PDF Generation, Automated Document Factory, AppSheet, and SpreadsheetML.
How is the course structured?
The module includes four lessons: Smartsheet Document Builder, Configuring the Document Builder, Generating Documents Manually, and Using Automation with the Document Builder.
