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Automation: Attachment to Proofs
Would be very helpful if we could version up Proofs direct from new attachments. Often times the Teams are editing directly in Word Docs or uploading PDFs, once they are ready for approvals you can only convert to a Proof once before that function no longer works. Doesn't help when you have multiple rounds of edits...
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Can't convert multiple row attachments to proofs
Hi, I have attachments on multiple rows in my sheet, and trying to covert them to proofs. As a test, I have two rows and each has an attachment. It looks like the option is there to covert multiple attachments to proofs - but it is not available to me? - see below Please let me know if it's something I have overlooked?…
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Merged: Generate a Document and Automatically Send Notification with Document Attached
This discussion has been merged.
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Intermittent Attachment Error from Form "There was an error uploading the file"
We have a single user that gets the following error occasionally when making a row and attachment files using a form. About 1 in 25 times. Nobody else can recreate. When she re-enters the same data and file it works the next time. Her internet connection seems good. It happened to her on 2 different browsers. There is…
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Automated emails not sending attachtments?
I have a simple automation set up where if Cell 1 has any value in it, It will send out an email to the requestor. Sometimes we have to include attachments but it doesn't always send. I already have it set up to send the information needed and I made sure attachments were checked as well. I also told all the admins "add…
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Documents attached to row and Docusign?
Hi, I searched the community and what I read make me think this is not possible, however I wanted to ask, so I knew for sure. When I attach a document to a row and click the generate a document to be sent by docusign. Is there any way to get the attached document to send with docusign? I can't find a way to map it into the…
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Automation: Delete Attachments
Allow for attachments to be deleted if a condition is met.
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Scroll through attachment images
It would be great to scroll through attachments without having to open each one individually. Thanks
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Document Email for Updates
Is there a way to send a document out for updates that allows the user to update the word document directly? I tried using proofs and it only allows for annotation. I attempted to send via email, but that only works for downloading a copy of the document. I want the individual to be able to update the data directly in the…
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Linking Sheet Attachments to Dashboard
Use Case Trying to create a policy and procedure inventory, created the sheet to be able to manage version control and restrict access to Senior Leadership etc, wanted to create the option that when the status on the policy is changed to 'Publish' then the attached pdf document to each policy entry is then available to be…
