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

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