Regular PDF export

mikeb

Currently we have a Smartsheet that is scheduled to automatically send a sheet as a PDF attachment to a large number of employees on a weekly basis. For records management purposes and email space reduction purposes, we would like to regularly schedule the creation of a PDF in a shared location that all can access. We would then point people at the PDF via a link. Based on prior questions, I don't think this is doable.

Andrée Starå

Hi Mike,

The third-party service, Zapier could be an excellent option for this scenario.

Is that an option for you?

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Phil Wightman

How did you set up the regular PDF expoet @mikeb

Andrée Starå

Hi @Phil Wightman

Here’s how how you can send a PDF automatically.

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

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!