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Web Forms Client Input

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Grant Simpson
edited 12/09/19 in Archived 2016 Posts

 

 

 

I run a construction company and I require information from the client regarding decoration specification, colours etc.


I have created a Smartsheet and need to get the client to fill out the information. Screenshot below


What is the best way to get the information from the client ?


Share the sheet? Only problem is I can’t put on any information that I don’t want the client to see such as purchase orders for materials etc. 


Web form?  Cant see a multiple line option


Or highlight lines and send them to him? This works but he can only open once . Is there a facility that he can open again if he only inputs some information?


I want to be able to send my clients other sheets to fill out specification details going forward. I am new to Smartsheets and have not used the system to get my clients to input information yet .


 

  

Presentation1.jpg

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