I am using smartsheet to manage insurance claims. We are independent adjusters who go out and inspect a property for damage, then we write a report and submit to the insurance company. I am using one row each for individual's claim data. When the report is approved by the insurance company, I am supposed to email a copy of the report to the insured.
I know how to use smartsheet to send an attachment, but I am confused as to the best way to store and access the insured's email address. I am guessing that I will need to input them as some sort of contact, like part of a group or something. I only want them to be able to download the one claim file without any other access, no sheet, no claim row, nothing but the one file.
Much appreciated for any guidance.
