Include an Attachment to Update Requests
I have created a Credit Application process using a Smartsheet Form to gather data from prospective customers seeking credit with our company. I have set up automatic updates to be requested from an applicant's references and internal requests to follow up if the references don't reply in a timely manner, and I created a Document to summarize all of the information necessary for the decision makers to see in a single sheet everything they need to make a decision to grant or deny terms to the customer.
The document is automatically created when the data collection is complete and I want to send an approval request with that document attached to the email. I assumed this would be possible since an attachment can be sent from the worksheet, but I don't see any way to do this through automation.
Am I missing something? Or does someone have a good work around?