Attaching spreadsheet to smartsheets form

Hello! I work in the insurance industry and am new to smartsheets. I'm trying to determine if it will work for my team to use for insurance applications. Is there a way to attach a spreadsheet to a smartsheets form that a client can fill out for lists of vehicles, employees, building locations, ect...?


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Emilie

    I hope you're well and safe!

    Yes, but you'd add it as a link so they can download it and then upload it to the form.

    Another option is to have a Smartsheet Sheet instead that they can fill in or have the form reload multiple times.

    Would any of those options work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!


    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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Thank you Andree! I appreciate your help! One of these options should definitely work. You have a great weekend as well!