Generate Documents: Is it possible to generate an Outlook Email?

mistone

I'd like to generate a document that I can send as an email. I love the generate document feature. However, I think my only option is to generate a PDF and attach it to an email. I want to send the generated document as the email and avoid a "see attachment" situation where customers have to click through to get info I want them see.

I know there is the generate document with docu-sign feature, but in my situation I don't need signature. I just need customers to see the info when they open the email. Thanks!

Andrée Starå

Hi @mistone

I hope you're well and safe!

Have you explored using the Placeholder feature instead?

More info: 

https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @mistone

I hope you're well and safe!

Have you explored using the Placeholder feature instead?

More info: 

https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

mistone

Andree,

Thanks! I've not explored the placeholder feature. That is a great idea...I'll check it out and see that will work for my needs. Cheers.

Andrée Starå

@mistone

Excellent!

Happy to help!