Excluding Link to Sheet in Automated Email

Anthony DAmbrosio

Hello Smartsheet Community,

Is there a way to only include an attachment in an automation without include a link to the sheet? I have created a personalized agreement using document builder and want to send out the agreement using an automation. I just don't want external customers having access to the sheet and the only way I can send the attachment is to include the link to the sheet.

Andrée Starå

Hi @Anthony DAmbrosio

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Anthony DAmbrosio

@Andrée Starå again, thank you for answering my question. That is what I thought, but I wanted to be sure. Per your request, I have submitted it as an idea. Have a great Friday and have a wonderful weekend too!

Cheers,

Anthony

Andrée Starå

@Anthony DAmbrosio

Excellent!

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

ApolloAdmin

@Anthony DAmbrosio I am having the same issue right now! If you have submitted an enhancement request, please let me know so I can go vote on it!

Anthony DAmbrosio

@ApolloAdmin I did submit an enhancement request. Please do vote on it.