Create a filename column, when you create your mapping, use that column to name your documents.To change the name of a mapping, select the pencil icon to open the mapping editor, and type the desired name into the Output document name field at the top of the page. By default, mappings are named after the file name of the fillable PDF used in the mapping.When you make a change to an existing document template and use the Document Generation feature to edit the mapping, it will recognize previously mapped fields you only need to map new or changed fields. Smart remapping reuses existing document mappings.Any fillable fields or values in the PDF template will be overwritten with new values when you create your mapping. Make sure the fields on your template are empty.To discard changes to your mapping, refresh the page or press the back button in your browser.

See Document Generation: Generate documents from row data for more information about generating documents with your mappings. zip file or attach each document to its associated row in the sheet. You can download the documents to your device in a. Now you can generate documents using your row data.

When you’re done mapping your fields, name your mapping and select Save or Generate.

The entered value will appear in the field for all generated documents. Type into any fillable field to enter a static value.

Drag and drop sheet column titles on the left to the DocuSign fields on the right.

The PDF appears on the right of the document builder.

To upload your fillable PDF, select the PDF icon (or use the drag-and-drop PDF upload option).

The columns in your sheet appear as fields on the left of the document builder.

Right-click any row containing data in your sheet to open the row menu, and select Generate Documents.

To create a mapping and send out documents for signatures from DocuSign, see Create and Edit a DocuSign Mapping or Configuration. Here’s how to create a fillable PDF in Adobe Acrobat, for example, but you can use any tool that works for you.

There are lots of ways to create a fillable PDF template. Create the fillable PDF and then use the document builder to map column in Smartsheet to fields in the PDF. Document builder generates documents using data from Smartsheet and a fillable PDF.

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