Email threads to commments

Veronica Sanchez · 02/15/22

Hi,

We are using smartsheets for a partnership engagement process. I am wondering if there is anyway to communicate with partner's through email and have their emails sync to the smartsheets comments? We don't want our partners to have to acquire a license.

Andrée Starå · 02/15/22

@Veronica Sanchez

Here's more information.

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

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Andrée Starå · 02/15/22

Hi @Veronica Sanchez

I hope you're well and safe!

Depending on what you need your partners to do, it doesn't seem like they need a license.

What do you need them to be able to do?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Veronica Sanchez · 02/15/22

Hi, we would just need them to provide additional information/documentation when needed. But is there a way for their emails to us to automatically sync in the smart sheets comments?

Andrée Starå · 02/15/22

@Veronica Sanchez

Unfortunately, not built-in.

It would probably be possible with a 3rd-party service.

Also, another way could be to use the Update Request feature and ask them to add/update information.

Would any of those options work?

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Veronica Sanchez · 02/15/22

Where can I find the update request feature?

Andrée Starå · 02/15/22

@Veronica Sanchez

Here's more information.

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

✅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!

Email threads to commments

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