Send a Form as PDF attached to an email

SS_User

Hi,

Could we have a form generated as PDF in Smartsheet and sent by email to a specific user (email address)? So this user could fill it and send it again.

I checked we could have the form sent as link by email, but I need to know if it is feasible to transform it to PDF and send it by email.

Any suggestion or solution?

Thank you in advance.

Andrée Starå

Hi,

Yes, there are ways to send a PDF automatically with the help of third-party services and it's also possible to use third-party form services. 

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

SS_User

Thank you for the reply.

I did not have screenshots, but I need to build a form with some fields to populate. Then, this form we need to export it as pdf and send it by email.

Could you give me please some examples of third-party services.

Have a great week-end too and thank you.

Andrée Starå

Happy to help!

If you use Smartsheet Smart Forms, you could save the information as PDF manually afterward.

Would that work?

Edit: It probably wouldn't because you want them to fill in a PDF.

Can you tell me more about your workflow so I can get a better understanding of your needs and so I can give a better recommendation?

Best,

Andrée

SS_User

Hi,

Thanks for the reply.

1- I have a pdf to fill. I need to fill the information into it then load them into smartsheet.

2- I need to send this pdf by email.

3- I need to fill other information into this pdf and send them back to smartsheet and load them into it.

Thank you.

Andrée Starå

Ok.

Can you share the pdf? That would make it easier to help. (share too, andree@getdone.se)

Best,

Andrée

SS_User

My pdf it will look the one attached.

I need to fill first the given and family names and send it to a specific person. Then, this person needs to fill the information and send it back to smartsheet so the remaining information will be updated into smartsheet and the pdf will be updated too.

 

One more question please, if I have a record in smartsheet and I need someone to update the information, how can I send for him a form to update, and when he submit the form, data will be updated into smartsheet directly instead of creating a new record? How can I do this?

 

Thank you in advance.

SS_User

The pdf should look like this one:

1- I need to fill the Given and Family Names, and load info into smartsheet.

2- Send this pdf to the user.

3- The user should populate the other information.

4- The user should send back the information and pdf to smartsheet automatically.

5- The information and the pdf should be loaded automatically into smartsheet. (Updating the same row)

Thank you in advance.

Andrée Starå

Thanks!

I'm always happy to help!

Do you have to use a pdf for the process? I would recommend doing it with an update request instead and then save that to a pdf if necessary. If you must use a pdf, it can be set up as well with the help of a third party service like Zapier or similar.

Would that work?

Best,

Andrée

SS_User

I already used the Update Request but I wanted to know if there is another option.

Thank you.

Shaine Greenwood

Hello—

Is there a capability lacking with the update request functionality which blocks you from using it?

Bernard Goulet

Hello  Andrée, I'm interested by the auto PDF generation. Could you provide a link so that I can learn a little on the subject?

Thanks.

 

Bernard Goulet

Hello  Andrée, I'm interested by the auto PDF generation. Could you provide a link so that I can learn a little on the subject?

Thanks.

 

Andrée Starå

Hi Bernard,

What do you want to do? There are a few different methods.

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting