Line Item Signature Requests

Pauline J

I have a database of assets, and want to send each asset owner an automated form, which I can do, with their asset listing. What I need to receive is a "signature" that the assets are acknowledged. by the owner, and include verbiage that the asset owner agrees to abide by.

I can create the form, automate it, but I have not been able to work out the PDF attachment, or, a Smartsheet signature, that can be captured.

Help is appreciated!

Pauline

Andrée Starå

Hi @Pauline J

I hope you're well and safe!

Here's a possible workaround or workarounds

• DocuSign integration
• Approval Workflow
• Proofing feature
• Typing their name in a form or update request to confirm, and it will be used as an approval

Would any of those options 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

@Pauline J

Excellent!

Happy to help!

Here's an example of how it could look.

✅Remember! 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!

Andrée Starå

Hi @Pauline J

I hope you're well and safe!

Here's a possible workaround or workarounds

• DocuSign integration
• Approval Workflow
• Proofing feature
• Typing their name in a form or update request to confirm, and it will be used as an approval

Would any of those options 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!

Pauline J

Thanks for the suggestions -- I've thought of them =-) But was hopeful that there was a way to send a PDF for them to sign without integrating a 3rd party like DocuSign. Our company is loving SS -- I'm porting everything into it! But there are a few functions/features that are a bit of a roadblock.

I think perhaps typing the name will work -- I'll explore that a ittle more.

Pauline

Andrée Starå

@Pauline J

Excellent!

Happy to help!

Here's an example of how it could look.

✅Remember! 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!

Pauline J

Thanks -- I'm working on it now ... I might have to go with the Approval automation, but I think I can make it work for us.

Have a great day; thanks again for your help!

Pauline

Andrée Starå

@Pauline J

Excellent!

You're more than welcome!