How To Use Document Builder In Smartsheet (2026 Easy Guide)
Автор: Guides by Leo
Загружено: 2026-02-11
Просмотров: 16
Описание:
Learn how to use Document Builder in Smartsheet to automatically generate documents from sheet data using triggers and fillable PDFs.
Step-by-step tutorial covering automation setup, document mapping, and workflow configuration.
#Smartsheet #SmartsheetTutorial #Automation
Timestamps:
0:00 Introduction
0:32 Go to your sheet
0: Fifty-eight seconds – Set generate documents trigger
1:20 Use template
1:35 Select trigger
1:55 Add condition to filter rows
2:20 Select and create mapping
2:50 Upload fillable PDF and map fields
3:18 Finalize and enable automation
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