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