For my application, we would need to have the option to add the line's attachments at the end of the generated document. I use Smartsheet for my RFI: I use a form to collect the questions and other data and I then automatically print the answer with the "generate document" tool when the question is answered. It works well, but if there's an image or a pdf attached to the question, I have to manually save it and merge it to the generated document.
Please add this functionality! :)
How do I upvote this? I see what appears to be a lot of searches for this ability.
I also would love to have a document library that could be used to send PDFs throughout an onboarding process or offboarding process. We need to have a signed document for compliance, and we cannot use DocuServe b/c of security limitations. Being able to automate this process would be a game changer for us!
Thanks Smartsheet -- you keep making things better, and it's appreciated.