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How to use the Smartsheet Document Builder

Join School of Sheets for a comprehensive walkthrough of one of the newest features in Smartsheet, Document Builder. Be sure to check out the timeline links below to jump to the section you're interested in.





VIDEO TIMELINE

-0:00 Intro to Document Builder

-0:25 Presentation Overview

-0:42 Use Case (Sales Pipeline Reporting) Walkthrough

-1:08 Sheet Configuration Guidelines

-2:01 Creating a PDF template with Microsoft Excel

-3:19 Creating a Fillable PDF with PDFescape

-4:44 Creating a Fillable PDF with Adobe Acrobat Pro

-6:36 Document Builder Overview

-7:05 Mapping Fields with Document Builder

-8:13 Generating a PDF with Document Builder

-8:48 Reviewing Generated PDF's within your Sheet

-9:08 Reusing the Saved Mapping Configuration

-9:35 Reviewing the Version History

-10:13 Potential Use Cases and Conclusion


If you’re interested in working with us, fill out our new client interest form at https://bit.ly/NewClientForm-SchoolOfSheets. After submitting the form, you’ll have the opportunity to schedule a no-obligation 30-minute project exploration call to discuss your needs and see if we’re the right fit to help.


KEY RESOURCES

Free 30-day Smartsheet Trial

https://bit.ly/Try_Smartsheet_Free.


Adobe Acrobat Pro - Free Trial

https://acrobat.adobe.com/us/en/free-trial-download.html?promoid=C12Y2Y8W&mv=other


Smartsheet Advanced Learning Track - Document Builder

https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder


How to create a fillable PDF from a word document:

https://acrobat.adobe.com/us/en/acrobat/how-to/create-fillable-pdf-forms-creator.html


PDF Escape

https://www.pdfescape.com/


How the Smartsheet community is talking about Document Builder

https://community.smartsheet.com/search?Search=Document+Builder


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