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Attaching files best practice
Hi We are rolling out Smartsheet and we are a MS shop which means we use Teams, OneDrive and SharePoint. I understand that if files are attached from OneDrive, it is a link to the file and will always point to the latest version of the file. This is not the case for SharePoint. We are considering to only "allow" a URL to…
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Form submission triggers email with Spreadsheet?
New to Smartsheet. Use case: Form is received w/email address. Can an xslx be attached in a triggered email reply?
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PDF Portfolio File Won't Open in Smartsheet Viewer
When I click on a PDF file that I have attached to a smartsheet row, I get the message below. I have Acrobat DC Pro on my computer so why is it asking me download reader? Is there a setting I need to change in order to have the file open automatically when I click on it? Thank you.
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Can't upload doc, can't tell why
I have a sheet with a lot of docs uploaded, tried to load another yesterday and couldn't. I'm guessing there are # and/or size limitations for files for sheets, but I can't find that info anywhere - and even if I knew the limitations, I'm not sure how I'd see if I'm reaching them with any particular sheet. Any ideas?
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Invoice Signatures using DocuSign
Good Morning Smartsheet Community! Our company currently has a dollar amount threshold for the review, approval, and signature of any estimate, quote or invoice. The approvers currently use DocuSign to approve, sign, and date documents sent to them via email. Is there a way I can attach the document to a row that gives…
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auto attach a template sheet when new row is created
I'm looking for a way to automatically attach a sheet which in this case is a checklist template, to a new row that is automatically created when a form is filled out. Any thoughts? Thanks! Bob
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How to add a new row along with an attachment using Smart Sheet API
Hello, We are trying to a build an integration between an internal tool and smartsheet. As part of this exercise, we will be downloading data from the internal tool and create entries/rows to Smartsheet. Some of these can have attachments. Based on the documentation available, I understand that we can create a row, get the…
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Auto Attach a File from Google Drive to a Specific Row
Hi I am wondering if the following would be possible. Auto Attach a PDF file from Google Drive to a Specific Row if the file name and Primary Column Name match. For instance. A file is uploaded to google drive called: SM-15C-PL0022-XFR-PIPE.PDF This name also matched the Primary Column name: SM-15C-PL0022-XFR-PIPE So the…
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.WAV Files
Hello, I noticed that I can attach .wav files to the form however when I try to play it, it doesn't work. Anyone know why? Note: The file size is only 590KB. Cheers, David
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Dashboards - Linking to Attachments in a Sheet
I downloaded the template set for Policy Governance and Rollout. There is a SHEET called "Policy Governance Inventory," which has great information for tracking policies, their status, etc. The attachment column is great for easy access to each published policy. There is also a Dashboard included in the template set. The…
