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Images (attachements) preview
Hello, we have been using Smartsheet for 4 years now for our project management and documentation. We are very satisfied with all the elements but have one issue. We have a lot of photo material for documentation and the option to upload them to ona row is perfect, but the preview option is very slow and tiresome. On the…
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Auto-send PDF Gantt chart of project schedule
We want to be able to auto-send a PDF of projects to our clients on a weekly basis. Can we do this somehow? I know we could share a report for them to view at their own convenience, however, we can't be sure that they will log on to view it regularly which is necessary. to make it easier for them, we would like the option…
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Can a Smartsheet form submitted auto-populate PDF then triggers DocuSign
Hi, I am trying to deploy a reimbursement system for my office. Once a person submits a form via smartsheet, I need to have a PDF pre-filled with all of the info including the ones that will be linked to other cells. Once the PDF is prefilled, I will need it to go thru DocuSign for signature. Once the user signs I will…
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File Upload from Customer into their Designated Row
I was hoping somebody could help. I have a form set up where customers can upload their artwork directly to our sheet and once checked I send an approval request as a proof. However if the proof is declined or we check the file and it isn't print ready we require customers to upload a new file (artwork). I have tried this…
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Question re: image attachments when using Smartsheet for Outlook Add-in
I use the add-in and whenever i am moving an email to Smartsheet, it automatically selects all images in addition to any PDF or other attachment. My signature line contains 6 images and so every time i add something through the add-in, it tries to pull these same 6 images. I must de-select them each time. So here's the…
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Feature recommendation - edit description on multiple files
I just uploaded several files to a row and went to edit the description and was surprised to find that I can't select multiple files and edit the description and have it apply to all selected files. Unless I missed the method somewhere, that would be a nice feature. Thanks.
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File Upload from Customers
We have recently started using smartsheet to organise our print jobs and workflow through the production line. I am curious to know if a customer that doesnt use smartsheet can upload artwork into our sheet? Can we send them an upload link where customers can upload their artwork (PDF) into their specific row on the sheet?…
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How do I attach one smartsheet to another?
Hello, I am trying to place an entire Smartsheet page as an attachment in another page for quick referencing. Upon selecting to attach a document by click and dragging into the provided window or uploading from computer, Onedrive, etc; I am not able to drag a complete Smartsheet page into the box, nor is uploading from…
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Exporting/Backing up Smartsheets with Attachments that are Linked to the Rows they were Attached to
Hi, When I do backup of my Smartsheets, all of my files that were attached to any rows are saved to a separate folder. That's fine, but my problem is, I don't know which rows those files were attached to. I need to find a way of linking files to the original rows that the files were attached to. Is there a way to backup my…
