Generating Documents (Certificates) and automatically Emailing as Attachments

Ellyn

I use smartsheets for people to take knowledge checks. When they complete the check, I have it mapped so that a PDF completion certificate is generated with their name and date of completion on it. When I set up the workflow to alert that this document was generated, it takes them out to the actual smartsheet.

What I want to do is have that certificate automatically emailed to them simply as an attachment without any sourcing to the original sheet.

Is there a way to do this?

Andrée Starå

Hi @Ellyn

I hope you're well and safe!

If you add the attachment option so the link is included, it should open the attachment, and you wouldn't need to share the sheet with the receivers.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Ellyn

@Andrée Starå thank you for your reply. Is there a way to share the attachment without bringing people to the sheet itself?