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…
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
Is there a way to automate sending attachment (attachment in row) to specific e-mail, when a new row is added? Maybe through Smartsheet workflow, or Microsoft automate?
Hello, I have creeated an online form but I need that people can add an attachment (image). Anyone knows if this is possible and how? I guess it is possible as this form I am filling in has this feature. Thanks you for your help Ugo Quaglino
Use: We are using smartsheets to maintain client progress. We have forms that are pdf fillables mapped. We generate these and then email them to the account manager. At that point, the manager still has information to complete ie- other questions on the form that were formatted in acrobat pro to have fillable blanks that…
Is there a way to move an attachment that is at the row level to a different row without having to delete and reattach?
It would be great to have a way to move an attachment that is stored at a row level on a sheet between rows instead of having to delete and reattach.
I cannot figure out how to email attachments created with the create a document workflow. I have send alert on attachment and the email goes out with no attachment ( include attachments is checked in workflow). I'm getting frustrated...help!
The Smartsheet that I'm currently working on generates a document with images in it after a form is submitted. The images won't be placed onto the generated document, however, until someone manually moves the attachments to the individual cells. Is there any way to avoid doing this manually for every entry? It is similar…
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…
