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Documents in Forms
We use a Smartsheet form to keep track of students rotating through the hospital, which includes them uploading various documents we need from them. We also need them to fill out a few of our documents and attach them to the form. Is there a way to host/link these documents within Smartsheets? Or do we have to link to the…
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is the drag and drop feature not working?
Hello, I often drag and drop PDFs and images from email or my computer into Smartsheet, but this function does not seem to be working as of late. I am using Outlook and Google Chrome if that matters. The only way I seem to be able to attach files to Smartsheet is to save them to my hard drive and upload them, which is a…
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Workflow for Monthly Rollup
Hi! I am attempting to create a workflow that sends a report to an email on the 1st of every month with entries made to a sheet from the prior month -- I can't seem to figure it out. Example: on 11/1/22 an email containing a report of all entries made in October. Thanks for the help!
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Restricting Access to Linked Attachments?
In a sheet that I created and shared with other users, does every user have access to be able to open/view attachments linked to some rows if the user I shared the sheet with doesn't have access to the document in the original application (ie, Dropbox)? If so, is there a way to restrict access to the sheet attachments for…
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OneDrive Attachments
I have a problem with OneDrive attachment: when I try to attach file I select OneDrive from a small popup window and immediately I see another window opening and closing immediately. Google Drive and Box are working normally. I have tried Chrome, Edge with same results. What can I do?
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Are attachments completely deleted when a sheet is deleted?
Hi All, We are reviewing our destruction of confidential information process/policies. Wondering what happens to sheet attachments when a sheet is deleted? Are attached files / URL links completely destroyed and untraceable once the file is deleted from the deleted folder? Appreciate that any user downloads/reproductions…
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Is it possible to send ONLY an attachment as an alert?
Hello, Is it possible to send only an attachment as an alert WITHOUT the link to the sheet? I need to send them the file but do not want them to see or have access to the sheet at all. Please help, thanks!
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Control Center - Attachments
Hi - If I add an attachment to the Intake Sheet after the Profile Data sheet is generated will the attachments get updated? I see that it will add the attachment if it's already on the intake sheet row before it's triggered to create the folder for the project. But I want it to add new attachments like it does for the cell…
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Attachment Link Immediately Expired
I have a workflow set up to send attachments to contacts in a column when an attachment is added to the row. The attachment link has worked as expected for all but one user. He received a notification last night, but the attachment link was immediately expired. I ran some tests to other email addresses today, and the links…
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Can you edit a pdf that is shared via Send as Attachment if set as recurring?
I have a number of automated reports going to many people. I want to edit the pdf to include a header, however it appears you can only edit the timing of the recurring email. Any way to edit the actual PDF without starting over?
