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Automatic Upload a file to "Proofing" from a Form
In the new "proofing" system, is there way to use a form to automatically send a file to "proofing" rather than to just upload the file? I can't find any method of getting a file into the "proofing" system other than by manually operation. Thanks for any help! F
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Uploading PDF and STEP files to Smartsheet
We use Autodesk Inventor for machine design and we use Smartsheet as our management program to control BOM's, purchasing and manufacturing. It is easy to export a BOM from Inventor and import it to Smartsheet, but for manufactured parts we also have to add a STEP file (3D export of the actual part) and a PDF file of the…
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Ability to attach files from within a Proof (when viewing in a separate tab)
After inviting a user to a review a proof, typically that button in the email takes the user to review the proof in a separate browser tab. When adding comments to this proof, there's no method to attach a file to a comment. You can only do this when accessing the proof directly within the project plan. Can this be an…
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Dynamic View Attachments
Would like to be able to include attachments (add/view) in Dynamic View.
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hyperlinking to a folder and or file on our local network drive
I would like to hyperlink a folder to our company shared drive from smartsheet. I keep getting the error message "Invalid URL" I have seen from other comments that this is an issue, is this some feature that may be added by smartsheet? It would greatly benefit the way we could use smartsheets. Thanks for your anticipated…
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Box link in Smartsheet Form
Hello, We are consolidating document management into Box, and as part of that we want to avoid users attaching documents directly into Smartsheet. We can turn off uploading to Smartsheet on our Enterprise account, but before we do that I need to make sure that we have an alternate way for users of forms to include…
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Improve OneDrive Integration
Currently, we can link OneDrive files from "My Files" only, but we need to link also files from "Shared" and "SharePoint libraries".
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Automated workflow Outlook email with attachments based on form responses
Hi all :) I am trying to figure out how to create an automated workflow that will email the respondent PDF forms based on their answers. To put it into context, we will be having new providers "registering" themselves using a form where I would like to have them select which programs/software they need access to. In order…
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Automation of attachments as PDFs
Idea: An automated workflow that allows attachments to be sent in PDF form instead of clicking on a link to download. For example, once a receipt has been attached to a row, I could create a workflow that allows for the receipt to be forwarded to my supervisor as a PDF document.
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Print row attachment pictures when printing a Smartsheet
Hi Smartsheet Team Would it be possible to print multiple row attached pictures when printing a Smartsheet PDF. Not in a comments style attachment to the printed report, but as additional row based content. Use case for this is when i do a condition report for a client for their HVAC equipment, I have to do this within a…