Is it possible to generate a pdf and by using you forms URL automatically attach the pdf to you form

Antonie · 09/12/21

I designed a PDF template that needs to be completed. Once all the information have been completed I want to send the pdf document to my form URL in smart sheets as an attachment. Complete the rest of the information and sent the form for approval.

Andrée Starå · 09/12/21

Hi @Antonie

I hope you're well and safe!

Unfortunately, attaching a default document to a form is not possible, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

There might be a possible workaround.

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)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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

Antonie · 09/13/21

Hi Andee,

Many thanks for your feedback. Once I have completed my form I will share it.

Kind regards

Andrée Starå · 09/13/21

@Antonie

Excellent!

Happy to help!

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

Andrée Starå · 06/24/22

Hi @Antonie

I hope you're well and safe!

This might help!

It's here now! 🤩

https://community.smartsheet.com/discussion/92298/automated-document-generation-and-docusign-mapping-is-here

Would that work/help?