Attaching documents to Approval workflow

Christine Sekora

I'm working to bring our Purchase Order Request process into Smartsheet. Have set up a workflow that goes to four different departments for approve/decline then on to accounting for assignment of the PO number. The workflow is working great but I need to attach the required documents to the Approval/Decline for each Approver. The submission for a PO Req is done via Forms. I've seen in this community where it can be done but have not been able to figure it out. Help please....Thanks!

Andrée Starå

Hi @Christine Sekora

I hope you're well and safe!

You'd probably have to use Update Requests instead to have the document included throughout the whole process.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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