Is there a way to automatically save/export a created document to a local folder?
I have a .pdf that is generated through a workflow, but I need the pdf generated also saved in a local folder with a file name specific to the generated document (Equip#_Created Date)
For example, I have a folder for a specific piece of equipment already made locally. I would want this process to save any new documents for this equipment to go into this folder. Unique identifier would be a created date.
If I did this in Excel it would look something like this:
C:\Users\Desktop\Equip#_Created Date
I hope Im explaining this ok. I need this document local because not everyone can access Smartsheet and we need these generated docs for audits. So they need to be able to readily accessed from a folder on a desktop/laptop.
Thanks for the help.