How to Use Smartsheet Document Builder | Smartsheet Tutorial

Join School of Sheets for a comprehensive walkthrough of one of the most useful features in Smartsheet, Document Builder. Be sure to check out the timeline links below to jump to the section you're interested in. If you need further assistance with using Document Builder, feel free to leave a comment below.

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📚 KEY RESOURCES
➔ Try Smartsheet free for 30-days http://www.schoolofsheets.com/TrySmar...

💻 PDF RESOURCES
➣ Adobe Acrobat Pro - Free Trial |
https://acrobat.adobe.com/us/en/free-...
➣ Smartsheet Advanced Learning Track - Document Builder | https://help.smartsheet.com/learning-...
➣ How to create a fillable PDF from a word document |
https://acrobat.adobe.com/us/en/acrob...
➣ PDF Escape | https://www.pdfescape.com/
➣ How the Smartsheet community is talking about Document Builder | https://community.smartsheet.com/sear...

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⌚ TIMESTAMPS
00:00 – Intro to Document Builder
00:25 – Presentation Overview
00:42 – Use Case (Sales Pipeline Reporting) Walkthrough
01:08 – Sheet Configuration Guidelines
02:01 – Creating a PDF template with Microsoft Excel
03:19 – Creating a Fillable PDF with PDFescape
04:44 – Creating a Fillable PDF with Adobe Acrobat Pro
06:36 – Document Builder Overview
07:05 – Mapping Fields with Document Builder
08:13 – Generating a PDF with Document Builder
08:48 – Reviewing Generated PDF's within your Sheet
09:08 – Reusing the Saved Mapping Configuration
09:35 – Reviewing the Version History
10:13 – Potential Use Cases and Conclusion

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