Hi
I am ready to share several Smartsheet forms with my entire organisation (and some external consultants) - currently less than a dozen people - but growing quickly. I am currently the only licenced Smartsheet user. I only want to share the links to the forms, not their respective sheets, to the entire organisation.
I am thinking about what might be the best practice regarding sharing the various links to our Smartsheet forms. To date (four months using Smartsheet) I have been focussed on developing administration processes and procedures, but eventually, I expect that we may have forms in all areas of the business. (So, I like that I could create a hierarchy in a sheet to group items.) But for now, my forms include:
* Travel request form, whose sheet is also used for the approval and then tracking booked status and paid status of the flights/hotels/entertainment/other expenses
* Request to add a new speed dial to our phone system,
* Credit card expenditure request form, whose sheet is also used for approval and then tracking paid status of the expenditure.
I have considered emailing the links - one by one, or in relevant groupings. I suspect those will get lost/deleted/misplaced and I'll be forever resending them. I have considered setting them up as Notes in Outlook and sending those to each employee/new starter... but it will probably be a variation on the above.
So, I am curious as to whether anybody in this community has used a Smartsheet sheet to share their Smartsheet form links to their organisation's (or department's) personnel.
Did it work efficiently for predominantly non-Smartsheet users? Was it intuitive for them or did it require a lot of explaining?
I would appreciate your comments and suggestions. Thank you.
