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 ✭✭✭✭✭✭
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
✅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
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 ✭✭✭✭✭✭
太好了!
很乐意帮忙!
这里有一个例子。
✅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
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
-
她名叫Stara ✭✭✭✭✭✭
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
✅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
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。
-
波林J ✭
谢谢你的建议——我已经想到了=-),但我希望有一种方法可以发送PDF文件给他们签名,而不需要集成第三方(如DocuSign)。我们公司很喜欢SS——我正在把所有东西移植到它里面!但是有一些功能/特性是一个障碍。
我想也许输入名字会有用——我将进一步探讨这个问题。
波林
-
她名叫Stara ✭✭✭✭✭✭
太好了!
很乐意帮忙!
这里有一个例子。
✅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
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。
-
波林J ✭
谢谢——我正在努力……我可能不得不使用审批自动化,但我想我可以让它为我们工作。
祝你有美好的一天;再次感谢您的帮助!
波林
-
她名叫Stara ✭✭✭✭✭✭
智能表专家顾问兼合伙人
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。
类别
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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>. 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