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Combine or merge PDFs
I use Smartsheet to automate the creation of certain documents for my organization, but I find it frustrating that when I need to combine documents that I have to download the document that was created within Smartsheet, edit it on my computer, and then do whatever it is I need to do with the document. I often use the…
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Merge all attachments of a sheet into one PDF?
Is there any way to automate merging all of the attachments of a sheet into one PDF? I was thinking of using zapier or Microsoft Flow but I haven't been able to figure out a good and simple way to. Ultimately I want the end users to be able to do so with only one trigger (after the sheet has all of the attachments.) Thanks…
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Automation to Combine Multiple Row Attachments into a Single PDF
I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…
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Ability to paste a screenshot directly into Conversations > Comments or Attachments
We used Asana in the past, and it was extremely easy to take a screenshot and then paste it directly into the comments section of a task/row. I'm not seeing any quick way to do this in Smartsheet. Is the Smartsheet process to take a screenshot, save it, and then add it as an attachment? If so, this is super inefficient. We…
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Is an automated export of a Smartsheet to an Excel file possible?
Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…
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Display Attachment Names in a Column
Hi everyone, Is there a way to display the attachment name(s) in a column?
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Automation to Only Include Attachments and Comments
Currently an Update Automation and a Request for Approval Automation cannot only include the Attachments and Comments. It must also include another column. It would be nice to have an automation that only includes Attachments and Comments. This would allow someone to review the attachments and provide comments when there…
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Edit message within scheduled "Send as attachment" PDF Report
I can see how to edit the recurrence of a scheduled "Send as attachment" PDF version of a report, however can't seem to figure out how to edit the "cover message" text that goes out with the PDF. What am I missing?
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How to Get Attachment to Work on Automation
Hello All! I have an automation that is set as Trigger: When a Date is Reached —> Run Once on Date at 5pm. Conditions: Where two separate checkboxes are checked. Alert someone—> Message, Link to sheet and specific fields (an attachment). The automation worked except the attachment. It wasn't included at all on the…
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File Attachments part of Smartsheet Forms Notification Email
The Smartsheet Forms currently do not include the attachments in the notification emails as soon as the form has been submitted. Therefore, the Approver and the End Receiver are not able to see the attachments instantly and will have to go to the link to access the table and download from there. We use the Smartsheet Forms…