File upload to google docs

shawnaL

Hey all,

New and generally overwhelmed user and Admin.

We are a small consulting business with 2 staff/owners. We are tracking all financials (invoices, expenses) on the platform. We use forms to take pictures of receipts and it works beautifully.

Our bookkeeper wants all of our receipts uploaded to google drive as PDF files and file name to include some basic info like date of transaction, expense category etc. I am finding it very annoying to manually download all Smartsheet attachments and rename the files. There has to be a better way, and some automations that could eliminate the time it takes to manage this.

I have been looking at Data Shuttle and Smartsheet merge extension but it feels clumsy and hard. Would love support on most seamless way we could do this. At this point, Smartsheet feels like a really expensive excel sheet :/

Thanks!

Shawna

Tim C

Have you tried document builder? It's free and native in the sheet https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder