The integration with DocuSign is a huge value-add! But once the Document is signed, we often need to send it to stakeholders that arent the sender or the signer. I created a workaround solution using automation (alert someone) but there are two problems: 1) the automation customization provides optionality to include the entire sheet, the entire. sheet with specific fields, or message only. But does not allow me to ONLY send specific fields. This means I have to send a link to my entire sheet. Even though the customer receiving the email does not have access to my sheet, its not a customer -friendly way to send this info. Which brings me to #2) the email looks terrible! I mean, deal-breaking bad.
Smartsheets already has the ability to manually send these attachments, and that email looks great! Why can't we enable that same functionality to be applied to automations. It seems to me that automating external communication in specific formats must be a very common need