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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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I am unable to import links in specific cells while uploading data in smartsheets from excel.
I cannot use row level attachment feature as I have links in multiple column
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Is there a way to grab attachments from a new line in smartsheet and merge it with the print file
Hi, I have been trying to work on a system that will automatically take attachments from a new line in smartsheet and be able to merge it into 1 pdf file with the print pdf of the smartsheet line. I have tried using power automate to computerize this process, but there is no option for me to grab attachments. I have…
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How to Make Automations Based on Attachments Work? Subsequent Actions Trigger Out of Order.
I have an update request (#1) that is sent to employee "A," who has to download, update, upload an attachment, and hit submit. I have an automation in which a date is recorded in cell #1 when an attachment is added or changed. This part works fine. When cell #1 changes, an update request is sent to supervisor (#1) who has…
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workflow automation - copy row without including attachments
Does anyone know if there is a way I can adjust my automated workflow so attachment are not included when copied to the next sheet? Currently my workflow is set so when a status is changed it copies to 2 other sheets for the next applicable departments, however they do not need (and in some cases maybe shouldn't have) the…
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Automated emails not sending attachments
I am having trouble with Smartsheets not sending not sending attachments. I have it currently set up where I have to approve it before the email gets sent out. Once I approve it I have a separate automation send an email to group 1 or group 2 based on which option they pick in the form. At first I was having trouble with…
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Merged: Allow automations to send a generated document without sending the sheet link.
This discussion has been merged.
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Desktop app - open text file attachments
One thing I really miss from the browser experience is being able to view text files attached to a row. PDFs display very nicely in the app with one click, but viewing txt files (which my team uses MUCH more commonly) or Word docs involves an entire process: 1) Click file name in Attachments panel. 2) Go to browser and see…
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Why can't I drag and drop an email from Outlook in M365 to Smartsheet Row in Sheet?
I am trying to drag and drop an email from Outlook in Office 365 to row in my sheet. I can't get it to work. But, when I go to my desktop Outlook and drag and drop it, I have no problem. Does anyone know why this is and is there a work around? Thanks! Rebecca
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Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…