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DocuSign Security Features
Hi, I'm working with the DocuSign integration in Smartsheets, but I don't see a step where I can add an access code to the receiver so that they can open the document. Is there a way to do it? I actually don't see many security features that we have within DocuSign and I'm wondering if there is a way to access it through…
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Free Webinar: Collaborate on Content with Proofing
Join us January 27th for our webinar "Collaborate on Content with Proofing." On this webinar you will learn how your team can review and approve content with Smartsheet Proofing. We will be hosting 3 sessions across multiple timezones, if you are not able to join us live, feel free to still register and we will share the…
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Docusign Integration - Attach final Envelope as separate docs?
We are using a Template Docusign Envelope (with multiple documents in the envelope) and sending that via Smartsheet Generate Docs Docusign Integration. When the doc envelope is complete, the document attaches as one combined PDF in Smartsheet. Anyone know if there is a way to have these attach in Smartsheet as separate…
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lookup in smartsheet within a zapier flow
Does anyone know how to do a lookup in smartsheet within a Zapier flow? Something similar to a Google Sheet lookup functionality?
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Graphs from Excel into Smartsheet
Is there a way to take a graph that was created in Excel and import it into a Smartsheet? I can do it via a dashboard but I would like to have it directly on the sheet with the data.
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MS Teams Conversation Integration with Smartsheet Comments
Currently, the O 365/Skype for Business Chat feature integrates seamlessly with the Comments function in Smartsheet so that users can have Skype for Business IM discussions directly within a row that are then preserved into the Comments for that row. Although Smartsheet currently offers an integration with MS Teams it is…
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Resizing Sight To Eliminate Blank Space
Hello, I'm having an issue with a sight where there is blank space at the bottom of the sight which will not go away. This looks ok when using the sight in smartsheet, but when it's embedded in another application using an iframe, it leaves some space. That means the height of the frame has to be large enough to span the…
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Sheet Template, Microsoft Teams, Automation Error
I have a question about a template I’m using in smartsheet. I set it up to send notifications to Microsoft Teams, but when I use the template to start a new sheet, it clears out all my automation rules for notifications to those teams channels. Is this normal behavior? insight would be helpful
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Export Smartsheet attachments to OneDrive
Hi! I'm using Smartsheet to gather information through forms. People fill in a form, they add a picture in the submission, and all this gets saved in a sheet. Eventually, I receive rows filled with information in Smartsheet and for each row there is a picture attached. I need these pictures not only within Smartsheet, but…
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Error message with Data Uploader
Hello, I have a workflow in Data Uploader which uses an excel sheet attached to 1 sheet as the source file, and the targeted action is to update the dropdowns on a column on a second sheet. There are no filters and just one simple mapping between the source column and the target column. I have the targeted column formatted…
