-
Contacts
I am using smartsheet to manage insurance claims. We are independent adjusters who go out and inspect a property for damage, then we write a report and submit to the insurance company. I am using one row each for individual's claim data. When the report is approved by the insurance company, I am supposed to email a copy of…
-
Uploading Attachments Directly from Outlook
Is there a way I can click and drag an attachment from an Outlook email and drop into a row on my Smartsheet?
-
Cannot upload or download documents!
is anyone else having trouble uploading and downloading documents on smartsheet??? Noone on my team is able to do this very simple thing on smartsheet. Please help!
-
Is it possible to have an "Admin Only" column in a project plan?
I am wanting to put hyperlinks tools and resources I use in a project plan to help me with my job, but I don't want the people I'm sharing the plan with to see it? Is that possible? Or do you have any recommendations for me?
-
IMPORTS
CAN I IMPORT INFO FROM OUTLOOK CALANDERS TO SMARTSHEET.
-
Search content within an attached document and metadata
Saw a bunch of post about search and it not searching what everyone needs it to. My suggestion, the two biggest features of SharePoint are SEARCH and RESTORING deleted rows (items). SS - C'mon man. You gotsta prioritize this. Admins have to sleep at night.
-
Web Forms
The only way that I know to add an attachment accessible to the user is to create a link. (I'm not referring to the user uploading a document to the web form.) Is there another option?
-
Link data into a cell out of an attachment
Hi, Is it possible to get a cell auto populated from data in an attachment in the form of a PDF or Excel? Our goal is to reduce manual capturing of data that continually changes. Y
-
Excel Attachments Not Coming Through
Any idea why all .pdfs and "some" .xls sheets come through, but not all .xls that are "Sent as Attachment"? It shouldn't be a size issue. I exported a few sheets to check their size, and they are way under our acceptable attachment sizes. It shouldn't be a permission issue because I tested sending a small .xls to a person…
-
Attachment Permission
Is there anyway to share a sheet but not certain attachments? I have all my sharing permissions set but there are certain attachements I do not want available to certain users. Smartsheet is working great for my team with the exception of attachments.