-
E-Signature integration BOX
We currently use Docusign as the document builders/generated but NEED to move to E-signature with BOX due to security. Are there any integrations that will do the same thing with BOX so that when you fill out a form - it generates an e-signature connection/workflow? https://www.box.com/esignature
-
Print or Export Automated Workflows
Would love a feature allowing an automated workflow and its details to be printed or exported to PDF . Currently I'm taking screenshots and piecing them together for printing to markup, make notes, share with others and it's quite inefficient. Original discussion post @tadas34896 but couldn't find if he had posted in…
-
Add custom sort button to ribbon
I have a sheet that uses all three tiers of sorting (and could really use a fourth). Every time my sheet updates with new content from its linked form, I have to re-select each tier for the sort. Excel saves the last custom sort, so, even though neither has an automatic sort capability, you only have to do a couple clicks…
-
Change the default setting when sharing a sheet or report to "Editor Cannot Share"
The default setting should be changed to "Editor Cannot Share" for sharing sheets and reports. It is a security issue to have the current setting default to "Editor Can Share". We have to spend too much time training users in the difference between the two permissions and why it is important that we grant "Editor Can…
-
Cell History to log automation workflow source from DataShuttle and DataMesh
It would be awesome if the cell history showed what workflow updated a cell. Currently it just shows my name and I’m trying to troubleshoot to find out which workflow it was but I have a ton of Datashuttle and datamesh happening and can’t seem to locate workflow source… ☹ Everytime I update the cell, some workflow deletes…
-
Multiple file uploads in a form
I like using Smartsheet for public forms because they have a much cleaner look than other options. However, other options allow for different file uploads. My form asks for different documents, and it is best for the user experience when they have a specific place to upload each document so documents are not missed.…
-
Document Generation/Mapping included in templates
If I save a sheet that I've created a document mapping for as a template, that document mapping t should be a part of a template. It does not make sense that a document mapping saved in a template would not be used in the template. A document mapping that is saved within a template should be maintained when the template is…
-
Remove (#) Notification from browser tab
I'd love for the number of notifications that appears before the browser tab name to be removed. It currently appears as (#) Sheet Name and when I have multiple Sheets and Tabs open, the name of the Sheet is not shown, leaving only the (#) - which is not helpful. Not helpful is an understatement, it is annoying and not…
-
Automatically update a dashboard widget
It would be great if smartsheet could automatically update a dashboard to reflect changes from a sheet without you manually editing it or adjusting the widgets here in Smartsheet. In other terms when something is added to a report not needing to scroll down it would just enlarge based on the amount of data added into it.
-
Export Marked Up Proof
Apparently this was considered "on the roadmap" in 2019, but we've seen no movement since then… The proofing capability NEEDS to be able to export a marked up proof. What is the point of having people mark up a document if you cannot retain records of that document being marked up outside of the Smartsheet system? This…
