{"id":23417,"date":"2024-08-13T13:32:50","date_gmt":"2024-08-13T13:32:50","guid":{"rendered":"https:\/\/smarterbusinessprocesses.com\/?p=23417"},"modified":"2024-08-15T09:08:16","modified_gmt":"2024-08-15T09:08:16","slug":"create-documents","status":"publish","type":"post","link":"https:\/\/smarterbusinessprocesses.com\/create-documents\/","title":{"rendered":"Create Documents","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"\n

If you regularly create output using data from your Smartsheets, be sure to check out their Document Builder. It makes creating PDFs so quick and easy, not to mention guaranteeing error-free data, and you can even save them back to your Smartsheet so they’re easy to locate and download as and when you need to view them.

Here’s a quick run-through but click the video link below for more guidance.

📂 Open the Smartsheet and go to the row containing the data you want to use.
🛠️ Click on the “Generate Documents” option in the row menu
🏗️ Choose your template, this can be a new PDF template or one of your own pre-existing PDF templates which will already be mapped
🗺️ Map your data from Smartsheet to your document by dragging and dropping data column names from your sheet to the corresponding placeholders in your PDF template.
🎁 Generate the document by clicking “Generate” the resultant document will attach to the row in your sheet.

You can then review and save or share your PDFs as needed.
https:\/\/lnkd.in\/eMv-hnB6<\/a>

If you’d like to generate a PDF from data stored in more than 1 row, then have a look at our Smarter PDF Creator, which is flexible and offers advanced functionality for creating PDFs
https:\/\/lnkd.in\/ePzfpunN<\/a><\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"

If you regularly create output using data from your Smartsheets, be sure to check out their Document Builder. It makes creating PDFs so quick and easy, not to mention guaranteeing error-free data, and you can even save them back to your Smartsheet so they’re easy to locate and download as and when you need to […]<\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"author":8,"featured_media":23425,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[759],"tags":[],"class_list":["post-23417","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-top-tips"],"blocksy_meta":[],"featured_image_urls_v2":{"full":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/08\/Document-Builder.jpeg",800,1199,false],"thumbnail":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/08\/Document-Builder-150x150.jpeg",150,150,true],"medium":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/08\/Document-Builder-200x300.jpeg",200,300,true],"medium_large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/08\/Document-Builder-768x1151.jpeg",768,1151,true],"large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/08\/Document-Builder-683x1024.jpeg",683,1024,true],"1536x1536":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/08\/Document-Builder.jpeg",800,1199,false],"2048x2048":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/08\/Document-Builder.jpeg",800,1199,false],"wp_review_small":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/08\/Document-Builder-65x65.jpeg",65,65,true],"wp_review_large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2024\/08\/Document-Builder-320x240.jpeg",320,240,true]},"post_excerpt_stackable_v2":"

If you regularly create output using data from your Smartsheets, be sure to check out their Document Builder. It makes creating PDFs so quick and easy, not to mention guaranteeing error-free data, and you can even save them back to your Smartsheet so they’re easy to locate and download as and when you need to view them.Here’s a quick run-through but click the video link below for more guidance.📂 Open the Smartsheet and go to the row containing the data you want to use.🛠️ Click on the “Generate Documents” option in the row menu🏗️ Choose your template, this can be…<\/p>\n","category_list_v2":"Top Tips<\/a>","author_info_v2":{"name":"mike_admin","url":"https:\/\/smarterbusinessprocesses.com\/author\/admin\/"},"comments_num_v2":"0 comments","gt_translate_keys":[{"key":"link","format":"url"}],"_links":{"self":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts\/23417","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/comments?post=23417"}],"version-history":[{"count":0,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts\/23417\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media\/23425"}],"wp:attachment":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media?parent=23417"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/categories?post=23417"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/tags?post=23417"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}