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Regarding DocuSign integration: Is there any way to combine Workflow + attachments?
I'd like to use the workflow to have a variety of fields and the signees autofilled, but there doesn't seem to be a way to include an attachment from smartsheet in the workflow. Alternatively, I can create an envelope from an attachment in Smartsheet, but then I have to rebuild the fields every time and I can't have them…
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Send as Attachment Down?
Hi All, I have several who have reported not receiving their usual attachment recurrences since late yesterday. I did a send as attachment to myself as a test and to several others to no avail. Is anyone else experiencing this today? -Chris
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Row Sharing
We use Smartsheet in our IT dept. for a few months now. 13 licensed people at this moment, especially to manage projects/tasks, in EMEA, China and US and we like to expand. Everyone was very enthusiastic in the first weeks, but the biggest problem is: row sharing. We work with external consultants a lot and we want them to…
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Alert when there is no attachment
Is there a way to send an alert when a record has no attachment? I have a sheet with checkboxes indicating documents have been attached. I want to get an alert if someone checks the box, but forgets to add the attachment. Anyone have any thoughts on how I could do this?
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FILE UPLOAD ERROR
Is anyone else having trouble uploading files to a row or sheet?
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Dashboard Viewing - Send as PDF
There are options to send sheets and reports on a recurring basis, but there is currently NO way to send a Dashboard as an email attachment on a recurring basis. The dashboard link is difficult to view on an ipad or mobile device. We would love to see the option to send a dashboard as a pdf or png attachment to an email on…
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Attaching google doc, pulls up the sheet's creator, not mine
I am using a single license Smartsheet application. When I want to attached a google doc and click on the paper clip icon to insert, it gives me the choices of different locations. When I select Google doc it brings me to someone else's google drive. It is like it is linked or preset. Where to I change that or reset it?…
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Drag and drop from Google Photos
Is there a way (or an add in) to drag or attach photos directly from Google photos to the attachment window in a sheet? I know I can upload from a Google drive but that requires me to save my photos to my drive. The other option is to save them to my computer. It's cumbersome to do that.
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Does anyone have any great manufacturing process systems
I am always looking for some ways to improve our sheets and the overall system. i run a manufacturing company and I am looking for anyone who is will to share their flow in smartsheet. We do a rebuild every year and do a planning week to refresh our processes. It is time to do this so any shared ideas would be great.
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Checklist for Airbnb Cleaners
Hi all! I want to create a checklist for the cleaners who turn over my airbnb properties. I know how to create this checklist but there are a few specific things that I need it to do and can't figure out how. Any advice would be appreciated! 1) This checklist will need to be filled out each clean. That means there needs to…