Supplier management

Christophe AUBRIOT

Hello.

I would like to monitor a group of suppliers to whom I send a questionnaire.

• Is it possible to automate a mailing every 6 months, for example ?
• Is it possible to send 2 attached documents via Smartsheet ? How can I do this ?
• Is it possible to manage the return of this questionnaire in my database ? How can I manage the return of this questionnaire in my database?

Can the form meet my needs ?

Thank you in advance.

Regards

Andrée Starå

Hi @Christophe AUBRIOT

I hope you're well and safe!

Please see my comments/answers below.

• Is it possible to automate a mailing every 6 months, for example ?

[Andrée Starå] Yes, you can use a workflow combined with an alert or an update request.

• Is it possible to send 2 attached documents via Smartsheet ? How can I do this ?

[Andrée Starå] Yes, but if the document is already in the sheet, you'd have to use the update request option or use a cloud service for the documents instead and use the links.

• Is it possible to manage the return of this questionnaire in my database ? How can I manage the return of this questionnaire in my database?

[Andrée Starå] Yes, you could use a form or an update request.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

Make sense?

Would that work/help?

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!