Sending Completed PDF from SmartSheet
Hello!
Is there a way to send a completed PDF (that was auto populated from SmartSheet) via email to a contact list? I've tested this, and when I selected "Links to a sheet and specific fields" and entered "attachment", the email came through with a link to the sheet. I'm hoping to not send a link to the sheet, rather just the completed PDF. I saw there was another question about this from a few years ago, so wanted to resurface in case there have been any updates.
Thanks!
Best Answer
-
Hi @Haileycase,
Just to confirm, you're referring to a completed PDF that was autopopulated by Smartsheet using the Generate Document automation?
This this case, yes it's possible to send the attachment directly. For example, I just setup some workflows to test this out, and this is the email that I received:
Notice how the attachment is at the bottom of the page, and I can directly click on it and download it.
I created a separate automation workflow that triggers when "An attachment is added or modified".
It looks like this:
I hope this helps!
Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)
SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds essential features into Smartsheet to save you time. For example: — Auto Sorting — Sorting with Filters — Report PDF Generation — Copy and Paste Conditional Formats — Copy and Paste Automation Workflows — Column Manager — and so many more.
Answers
-
Hi @Haileycase,
Just to confirm, you're referring to a completed PDF that was autopopulated by Smartsheet using the Generate Document automation?
This this case, yes it's possible to send the attachment directly. For example, I just setup some workflows to test this out, and this is the email that I received:
Notice how the attachment is at the bottom of the page, and I can directly click on it and download it.
I created a separate automation workflow that triggers when "An attachment is added or modified".
It looks like this:
I hope this helps!
Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)
SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds essential features into Smartsheet to save you time. For example: — Auto Sorting — Sorting with Filters — Report PDF Generation — Copy and Paste Conditional Formats — Copy and Paste Automation Workflows — Column Manager — and so many more.
