Document Builder sending information back to Smartsheet?
Hi, I get how to make the fillable PDF, but how does the information get back to Smartsheet after the people downloads and fills it out? I think I'm missing that in the help docs. Can someone point me in the right direction. Thank you
Answers
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Hi @Kimbh
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
Here's a possible workaround or workarounds
- Use a 3rd-party service to "read" the form
- Use a 3rd-party form service instead of the Document Builder
Would any of those options 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 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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