Line Item Signature Requests

Pauline J
Pauline J ✭
inSmartsheet Basics

I have a database of assets, and want to send each asset owner an automated form, which I can do, with their asset listing. What I need to receive is a "signature" that the assets are acknowledged. by the owner, and include verbiage that the asset owner agrees to abide by.

I can create the form, automate it, but I have not been able to work out the PDF attachment, or, a Smartsheet signature, that can be captured.

Help is appreciated!

Pauline

· Share on Facebook Share on Twitter

Best Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi@Pauline J

    I hope you're well and safe!

    Here's a possible workaround or workarounds

    • DocuSign integration
    • Approval Workflow
    • Proofing feature
    • Typing their name in a form or update request to confirm, and it will be used as an approval

    Would any of those options work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

    · Share on Facebook Share on Twitter
  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    @Pauline J

    Excellent!

    Happy to help!

    Here's an example of how it could look.

    image.png


    ✅Remember!了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

    · Share on Facebook Share on Twitter

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi@Pauline J

    I hope you're well and safe!

    Here's a possible workaround or workarounds

    • DocuSign integration
    • Approval Workflow
    • Proofing feature
    • Typing their name in a form or update request to confirm, and it will be used as an approval

    Would any of those options work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

    · Share on Facebook Share on Twitter
  • Pauline J
    Pauline J ✭

    Thanks for the suggestions -- I've thought of them =-) But was hopeful that there was a way to send a PDF for them to sign without integrating a 3rd party like DocuSign. Our company is loving SS -- I'm porting everything into it! But there are a few functions/features that are a bit of a roadblock.

    I think perhaps typing the name will work -- I'll explore that a ittle more.

    Pauline

    · Share on Facebook Share on Twitter
  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    @Pauline J

    Excellent!

    Happy to help!

    Here's an example of how it could look.

    image.png


    ✅Remember!了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

    · Share on Facebook Share on Twitter
  • Pauline J
    Pauline J ✭

    Thanks -- I'm working on it now ... I might have to go with the Approval automation, but I think I can make it work for us.

    Have a great day; thanks again for your help!

    Pauline

    · Share on Facebook Share on Twitter
  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Pauline J

    Excellent!

    You're more than welcome!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

    · Share on Facebook Share on Twitter

Categories

Hi,<\/p>


<\/p>

You can send notifications to any valid email address. If you're planning to send alerts or reminders with a link to the sheet, the user will not be able to click the link and access it if they do not have a Smartsheet account and not shared to the sheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106482,"type":"question","name":"Smartsheet Bridge","excerpt":"Hi, I'm on Enterprise Plan and I'm trying to use Bridge but cannot log in to it. I actually had to dig the login link from the forums because I could not find it anywhere else, and when I try to sign in using my Smartsheet account it says \"Unable to log in with Smartsheet credentials at this time, try using Bridge…","categoryID":321,"dateInserted":"2023-06-15T08:35:55+00:00","dateUpdated":"2023-06-15T08:38:14+00:00","dateLastComment":"2023-06-16T08:51:39+00:00","insertUserID":149908,"insertUser":{"userID":149908,"name":"orad","url":"https:\/\/community.smartsheet.com\/profile\/orad","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pDFQaXDtqPs!u9_Rl3ztpP0!b22gvzMblTD","dateLastActive":"2023-06-16T04:49:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":149908,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-16T14:58:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3373725454,"url":"https:\/\/community.smartsheet.com\/discussion\/106482\/smartsheet-bridge","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106482\/smartsheet-bridge","format":"Rich","tagIDs":[369,448],"lastPost":{"discussionID":106482,"commentID":380976,"name":"Re: Smartsheet Bridge","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380976#Comment_380976","dateInserted":"2023-06-16T08:51:39+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-16T14:58:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-16T04:53:08+00:00","dateAnswered":"2023-06-15T09:36:11+00:00","acceptedAnswers":[{"commentID":380710,"body":"

Hi @orad<\/a> <\/p>

I hope you're well and safe!<\/p>

Bridge is a Premium Add-on\/app that needs to be acquired separately. It's not included with the Enterprise license.<\/p>

Here's a possible workaround or workarounds <\/strong><\/p>

I recently developed an SMS solution for a client using 3rd-party services, Zapier and Twilio.<\/p>

Is that an option?<\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":106462,"type":"question","name":"Why do i need \"admin approval\" to use the smartsheet app in teams?","excerpt":"I'm trying to add a Smartsheet to a teams channel as a tab and I get the error: Admin approval needed. Smarsheet needs admin approval to enable channel level sharing for this app. You may continue without this feature, or, if you're an admin you may use the button below to grant approval. But hitting the \"grant…","categoryID":321,"dateInserted":"2023-06-14T20:14:51+00:00","dateUpdated":null,"dateLastComment":"2023-06-14T20:43:43+00:00","insertUserID":161989,"insertUser":{"userID":161989,"name":"PGoodwin86","title":"Sr. Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/PGoodwin86","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T20:41:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161989,"lastUser":{"userID":161989,"name":"PGoodwin86","title":"Sr. Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/PGoodwin86","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T20:41:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":36,"score":null,"hot":3373550314,"url":"https:\/\/community.smartsheet.com\/discussion\/106462\/why-do-i-need-admin-approval-to-use-the-smartsheet-app-in-teams","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106462\/why-do-i-need-admin-approval-to-use-the-smartsheet-app-in-teams","format":"Rich","lastPost":{"discussionID":106462,"commentID":380649,"name":"Re: Why do i need \"admin approval\" to use the smartsheet app in teams?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380649#Comment_380649","dateInserted":"2023-06-14T20:43:43+00:00","insertUserID":161989,"insertUser":{"userID":161989,"name":"PGoodwin86","title":"Sr. Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/PGoodwin86","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T20:41:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-14T20:42:10+00:00","dateAnswered":"2023-06-14T20:41:29+00:00","acceptedAnswers":[{"commentID":380647,"body":"

You will have to get an admin of Teams to allow the Smartsheet for Teams app in the admin console of Teams.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5380,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Using Smartsheet

  • Automation and Email Recipient

    Hello, Is the email notification through the automation criteria only available to recipients with Smartsheet accounts or to anyone whose email address was entered in the recipient field? Thank you.

  • Smartsheet Bridge

    Hi, I'm on Enterprise Plan and I'm trying to use Bridge but cannot log in to it. I actually had to dig the login link from the forums because I could not find it anywhere else, and when I try to sign in using my Smartsheet account it says "Unable to log in with Smartsheet credentials at this time, try using Bridge…

  • Why do i need "admin approval" to use the smartsheet app in teams?

    I'm trying to add a Smartsheet to a teams channel as a tab and I get the error: Admin approval needed. Smarsheet needs admin approval to enable channel level sharing for this app. You may continue without this feature, or, if you're an admin you may use the button below to grant approval. But hitting the "grant…