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Merged: Linking Sheet Attachments to Dashboard
This discussion has been merged.
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Adding Attachments to a specific row via Email
I am wondering if there is a way to send an email that would be connected to a specific sheet and a specific row for file attachments. I know other PM systems will allow you to send an email to a specific project and task that will add the attachments to that specific project or task. Is this possible? If so, how does one…
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Merged: Dynamic View - Sheet Attachments
This discussion has been merged.
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Attachment at the end of generated documents
For my application, we would need to have the option to add the line's attachments at the end of the generated document. I use Smartsheet for my RFI: I use a form to collect the questions and other data and I then automatically print the answer with the "generate document" tool when the question is answered. It works well,…
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Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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Block Publishing Blank Reports
I have reports that get emailed to clients weekly, if they don't have any active projects they are receiving blank reports. Ideally, we would be able to stop blank reports from publishing without having to manually stop/start the recurring email each time they have no active projects and instead Smartsheet could pick up…
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Batch Convert Attachments to Proofs
I regularly send multiple, separate, files to clients for review and approval. Rather than converting each one and having to invite my client contacts every time, I'd like to select multiple rows and convert them from attachments to proofs, THEN invite my client, in one place.
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I need something different than the update request
I use Smartsheet to process requests and want to be able to send back a message, some information in columns and an attachment. I use update request, but don't really need an update. I also wish the message box was a little easier to work with. It's pretty small and I usually have to scroll to type in a complete message.…
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Attachment Backup/Download - Smartsheet Line Reference
I am familiar with multiple ways to back up a sheet & comments (download, data shuttle, backup) and I am familiar with multiple ways to back up attachments (download, backup). All good on both fronts. What I'm looking for is some sort of log/txt/csv that references the attachment name AND which line the attachment was…
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Folders within row attachments
Sometimes a job has many different types of documentation, it would be nice to not have everything all jumbled together just because it pertains to the same row (job). Organization within each Rows attachments.