Attaching spreadsheet to smartsheets form

Emilie

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

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!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Emilie

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