– Create documents faster

– Mail merge standard letters and documents

– Create and edit PDFs from Smartsheet rows

We will also be discussing Smartsheet’s latest integration with DocuSign eSignature, a solution that helps you save time, reduce costs, and ultimately drive your business forward.

And, finally we will be un unveiling our own unique app, the Smarter PDF Creator.

We have designed our own unique app that takes PDF creation to the next level, giving you even greater functionality and automation.

How does it work?

Our solution allows you to convert multiple rows from a Smartsheet to a PDF.

For example, what if you have a Smartsheet invoice with 20 orders? Our app lets you feed multiple line items into one document.

Turn multiple rows into one single PDF or other document in one automated process.

Our CTO will provide you with a demo on this unique solution and answer your questions on how we can make it work for you.  

Register now for March 24^th 16.00GMT

By completing our Evaluation Form you will be able to request a link to the demonstration workspace used in this webinar and offer up suggestions for what to cover in webinars to come!

Here’s a video transcript of the seminar:

And don’t forget, you can Subscribe to our regular Tips & Tricks and get alerted about our New Tips & Tricks Webinars.

The post Smarter Document Management Webinar. We’re Ready. Are You? appeared first on SmarterBusinessProcesses.

Smartsheet Document Builder empowers your team to rapidly generate custom error free PDFs using row data in your sheets.

WorkApps are the latest no-code platform that will help you streamline your work and simplify collaboration. Get creative with easy-to-navigate apps built directly from Smartsheet dashboards, sheets, forms, and more.

The scope of projects and departmental processes can change, and WorkApps can help by giving you an intuitive experience that’s easy to repeat. You don’t need to be a coding whiz to get going. Utilize all of your Smartsheet content, whatever your business needs. You can even personalize the app with your company’s branding, to make the solution look like it was specifically built by and for your company. App builders can grant access to view or edit data in sheets or reports, without giving team members the ability to make changes to the app’s structure.

Smartsheet proofs support a variety of file types including images, PDFs and now Video and MS Office files. Learn how the newest enhancements to Smartsheet proofing will help your team complete your exceptional content, faster.

Message Alerts – customise your alerts and reminders to control who gets the right information and when.

Alerts and Reminders are triggered by either changes in your sheet’s data or by specified dates/times.  They can be set up together or individually to suit your business processes.  Either can be sent to a specified recipient, an assigned user on the triggering row or an external 3rd party email address whichever suits your requirements.  If alerting outside of your organisation the recipient DOES NOT have to be shared to your Sheets, but they can still be reminded or alerted if applicable.  All this can be a one-off alert/reminder per row or set up on a recurring basis.

Save More Time with Smartsheet

Find out more about our Bite-Size Smartsheet Training Workshops.

Remember you can request a free consultation with a member of the team any time, or subscribe to our tips and tricks page for regular updates.

To learn more about the latest features find us on Twitter LinkedIn and Facebook. Or get in touch to discuss your training requirements or Smartsheet consultancy needs. We’d love to hear from you!

AND if you missed #SmartsheetENGAGE this year, catch up on Keynote Speakers and Dynamic Work inspiration from Smartsheet ENGAGE 2020

The post What’s New in Smartsheet appeared first on SmarterBusinessProcesses.

Smartsheet Document Builder saves you time and removes the steps needed to manually create documents with sheet data.

This latest update allows you to create PDFs from Smartsheet rows. With only a few clicks you can feed sheet data into an existing standardized PDF and create dozens of custom versions at the same time. Say goodbye to copy and paste!

You can also take advantage of Smartsheet’s latest integration with DocuSign eSignature, a solution that helps you save time, reduce costs, and ultimately drive your business forward.

See more

And don’t forget, you can Subscribe to our regular Tips & Tricks and get alerted about our New Tips & Tricks Webinars.

The post Smartsheet Document Builder appeared first on SmarterBusinessProcesses.