Form Template & Attached Documents by User

Tera K

Hey everyone! I am new to Forms in Smartsheet and I have just created a form to help with tracking new projects in our department. I was asked by our Leadership team to make sure that project charters and other related documents could be attached. I built the form and created a "File Upload" section in the form where the users can browse files and select docs to attach.

I did a test run of the form and attached two documents. But where do the attached documents go once summited by a user? I want to make sure that I have this set up right so that I am intaking the documents and getting them saved to their correct location. I also thought that maybe a link would drop in the actual intake form sheet with the other data that comes out from the form.

Any help is greatly appreciated!

Thanks Community!

Tera

Ric T

Hi @Tera K,

Welcome to the community! You'll be able to view all attachments within your sheet (left pane) with the paper clip icon. https://help.smartsheet.com/learning-track/level-1-get-started/attachments has a video that demonstrates this nicely from 30 secs in. Depending on how you want it to setup, you could have the attachments downloadable/viewable restricted to only people with access to your sheet, or modifiable / viewable by the people completing the form too.

Cheers,

Ric

Ric T

Hi @Tera K,

Welcome to the community! You'll be able to view all attachments within your sheet (left pane) with the paper clip icon. https://help.smartsheet.com/learning-track/level-1-get-started/attachments has a video that demonstrates this nicely from 30 secs in. Depending on how you want it to setup, you could have the attachments downloadable/viewable restricted to only people with access to your sheet, or modifiable / viewable by the people completing the form too.

Cheers,

Ric

Tera K

Ric,

Thank you so much this is so helpful and was such an easy answer :)! I was worried I did something wrong and then I would have to go and search for the documents.. Whew!

Thank you so much for helping me out and again why I love this community!

All the best,

Tera

Ric T

No worries, @Tera K!