Documents within a form?

Hello,

Within a form I need to include a PDF, as of now this is not possible and there is not url/link for the PDF. Are there any suggestions or an ETA of when a file could be embedded or downloaded from a form without a link (ex. the document could be attached in the sheet itself).

Thanks

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Answers

  • alyssad
    alyssad ✭✭✭✭

    Hey there,

    As of right now you are right, you can't attach a regular PDF to a form. The workaround I've found in sending PDFs to clients with Smartsheet is the automated email function. Whoever I was going to send the form to I add their email into the sheet with the PDF on the row and have the automation email them the link to the form and the attachments.

  • So if you are sending it out to an entire community of stakeholder and don't have a complete list of everyone's email this will not work.

    Perhaps 'sharing' the PDF which turns it into a link is the only way for now, does anyone know how to 'un-share' a PDF so the link is deactivated?