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Attachment at the end of generated documents

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! :)

8
8 votes

Idea Submitted · Last Updated

Comments

  • Pauline J
    Pauline J ✭✭✭✭✭

    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.

  • KerryD
    KerryD ✭✭

    This would be a great functionality. As part of form creation the users can take and upload photos. The only downside is that I cannot attach these to the generate document functionality. This could be aided by being able to add files/ photos at more than one stage of a form so you could route accordingly.

  • Tim C
    Tim C ✭✭✭✭✭

    I would upupvote this as well. For the time being if you insert an image into a cell and map it to an image in the Fillable PDF it should shown up. A bbit Tedious but it should work. See the post here

  • agb
    agb ✭✭

    for RFI, Punch List, Expense Documentation, etc. this is a must have. Since images can only be added to forms as attachments, we should be able to insert images from attachments to document builder.

    I’d be ok with having a column in the middle. We can view latest comment as a cell, why not attachment?