Auto-send PDF Gantt chart of project schedule

TeeM

We want to be able to auto-send a PDF of projects to our clients on a weekly basis. Can we do this somehow?

I know we could share a report for them to view at their own convenience, however, we can't be sure that they will log on to view it regularly which is necessary.

to make it easier for them, we would like the option of sending automatically by email.

Andrée Starå

Hi,

Yes, you can. It's possible to set a schedule to send a pdf attachment to your clients either from the sheet or a report. 

https://help.smartsheet.com/articles/504773-sending-sheets-rows-via-email#sendsheet

Best,

Andrée Starå - Workflow Consultant @ Get Done

TeeM

Thank you!

Andrée Starå

Happy to help!