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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…
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Attach/upload Document files to Dashboard
Having the ability to upload file attachments (specifically, Word and PDF) to a Dashboard would be extremely useful.
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Merged: Collaborate without sheet view - Only attachments and comments
This discussion has been merged.
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SmartSheet Attachments Integrating to SharePoint Via Bridge
Has anyone solved the issue with not being able to move attachments over to SharePoint from a smartsheet form using Bridge integration? Can we move the attachments to a storage location that can then be picked up as a URL?
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Report Attachment Improvement Request
I currently utilize smartsheet automation to notify my clients about multiple time-sensitive issues. Presently, these notifications are sent as emails, with new rows highlighted in yellow. However, since these emails are customer-facing, I would like to ensure they align with our company's brand by using the generate…