Form Template & Attached Documents by User

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

Find more posts tagged with

Forms

Attachments

Account and User Management

Accepted answers

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

All comments

Ric T

Hi @Tera K,

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!

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, latest, sort, sortType, lookupSort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.