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Automate attachments
Hi all, Just wondering, is it possible to automatically attach documents when a row has been inserted? Once a row is inserted by a form it will then send out an update request, and will always need the same two attachments added to it. So instead of the submitter attaching them every time, it would be nice if they would…
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Box.com Integration Issues
Hi everyone, I am a collaborator on box for several folders that I use to attach items to SS using box integration. Box.com made a change about a week ago to the permissions that they give collaborators. Ever since, I get endless prompts to re-authenticate to box as I navigate through the folders structure to attach items.…
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unable to attach Onedrive files
When attempting to attach a Onedrive file in our smart sheet by clicking on the paper clip it comes up asking us to pick an account as attached. But after that it just sits with a wheel going around indefinitely. Has anyone else encountered this issue? Regards, Ashley
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Make Document Attachment in a Row Editable
Is there any online application that can be integrated with Smartsheet to make my microsoft office and .PDF documents attached to any smartsheet row editable? Thanks.
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Sync between Dropbox and Smartsheets
I have a dashboard for my committee, with links to Word documents held in a Dropbox account. The Smartsheets workspace & dashboard and the Dropbox folder are all shared with my committee members. I want them to click the link on the dashboard, edit the file (add comments), and then save so that we can see everyone's…
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Email content
Hey guys, Hoping someone can help me out. Im trying to see if there is a template or a way to create a tab that lets you upload email content i.e. a content image plus word doc/text to a certain newsletter and the person who is looking after that newsletter gets a notification when content has been uploaded. Also the…
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Manually send an attached file to a contact
Situation: * Each row of my sheet represents a different client's order and has that client's email listed in a contact-type column called, "Main Contact" * At some point in the process, I need to manually email just one of the many attached files in the row to the Main Contact. I do NOT want to send all the files.…
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Notifications not including attachments
We've set up a new webform that requires an attachment to be included. The attachment gets uploaded and shows on the Smartsheet but the email notification that is received doesn't have that attachment. I've doublechecked the notification settings and it does show that the attachment should be included in the notification.…
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Attachment - Folders / Subfolders
In the attachment section, would it be possible to have folders / subfolders? I would like to store and organize using folders. For example, I would like to group excel sheets together in a folder, create a folder for my pdf documents, and create a photo folder. Please see the screen shot below: (I am aware of the Box,…
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access across multiple sheets
Hello, I have several smartsheets that needs to be reformatted the same way. In addition, I need to create access to forms I have created using Microsoft Office. Is there a way to create access and modify across the board without having to replicate changes to multiple sheets? This is especially important for my forms?
