签名请求

我有一个资产数据库,并希望向每个资产所有者发送一个自动表单,我可以这样做,与他们的资产清单。我需要收到的是资产被确认的“签名”。由所有者提供,并包括资产所有者同意遵守的措辞。

我可以创建表单,使其自动化,但我无法计算出可以捕获的PDF附件,或者智能表签名。

感谢帮助!

波林

最好的答案

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭
    ✓回答

    @Pauline J

    我希望你一切安好!

    这里有一个或多个可能的解决方案

    • DocuSign的集成
    • 审批工作流
    • 防功能
    • 在表单或更新请求中输入他们的名字来确认,它将被用作批准

    这些选项会有用吗?

    我希望这对你有帮助!

    注意安全,祝你一周愉快!

    最好的

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为“有见地”/“投票赞成”、“很棒”或“并且”作为公认的答案.这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭
    ✓回答

    @Pauline J

    太好了!

    很乐意帮忙!

    这里有一个例子。

    image.png


    记住!我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为有洞察力/投票赞成/很棒或/和作为公认的答案.这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

答案

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":"2023-06-16T23:25:55+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":29,"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":"2023-06-16T23:25:55+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":38,"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":[]}">

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