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Publicizing reports and Locking Attachments
It would be great to remove access to the attachments when publicizing a report. I can the hide the said columns, so they do not show up initially when in Grid View. But, if the viewer changes their view to Card View they can still see the attachments. Can we even integrate the ability to "lock" the view on the published…
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Send sheet-level attachment with an update request
I know that Smartsheet can send row-level attachments with update requests. I also have a need to send the same document to a large number of people while asking them to provide feedback or an acknowledgement. Attaching the same document to every row is tedious and would be unnecessary if I could send a sheet attachment…
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I need to convert documents that are attached to a smartsheet to TIFF from PDF or Word. Any advice?
We have a line entry for each constituent's benefits. Each line entry has an attachment that contains all the documents to prove that persons eligibility. In order to have inter-govermental processing...all those documents need to be in TIFF format. Currently we have to download every document , convert it, and reload it.…
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Automation trigger question
I'll try to describe the issue as best I can: I have a notification automation that is triggered by a row change (an attachment is added). The automation must also meet two conditions, both of which are checkboxes that must be checked to satisfy the two conditions. The first of these checkboxes triggers an earlier…
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Why isn't my attachment on the automated email?
Hello, I am using a smart sheet auto system where it makes the PDF automatically when someone fills out a form. Once the PDF is made I have a new one to send out an email. see below. Once they approve it is supposed to send an email with the attachment. but when i get the email back it doesn't have the attachment. Am i…
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How to make my automated email only send once?
Hello! I am going to explain as best I can. So i have a automated system setup and currently i have where they fill out a form and it then auto creates a Fillable PDF. That gets sent to them which they have to get signed and re submit it into smart sheet. I have it set up where it send an alert which has the PDF and then a…
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Copy/Move Attachments between sheets
I am currently using DataMesh to copy data from one sheet to another and wondering if anyone has ideas/options on how to get attachments copied over to the new sheet as well. I can't use the copy row feature because there are a number of rows on the original sheet that are unnecessary, and the column names are different on…
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Allow BRANDFOLDER attachment option to be configured in Admin Center
"Brandfolder" is not currently provided as an option for attachment configuration in the Admin Center. (E.g., A SysAdmin role cannot turn this attachment option on or off.) We have not purchased Brandfolder. My current client has high security requirements, and only allows documents to be attached to a sheet via the "URL"…
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Show Attachments on a Smartsheet Report
I have an ask from our management to highlight the sign-off of requirements for our projects. In our current state, our team uses a fillable PDF that is signed electronically by our stakeholders and then attached to the corresponding row in the Project Plan sheet that contains the milestone for sign-off. I am being asked…
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Tracked changes in Word Documents Attachments
Hi, We are trying to upload word documents to a row, which includes track changes. While the tracked changes are visible in the original document, they are not once it is attached to the row. Has anyone experienced that? Is there a solution to this? Ute
