Share sheet information in email

You have different sharing options:

If you're part of an Enterprise plan, your Sys Admin can restrict your permissions to send emails to only specific addresses.

• If you need to provide recipients with a read-only version of the data, email one or more rows. 
• Use an update request if you need someone to edit rows on your sheet, even if they don't have a Smartsheet account.
• If you need to share a snapshot of a sheet or report, once or regularly, send it via email as a PDF or Excel attachment.
• If you need to grant collaborators access to a sheet, send a secure link to the sheet.

Sheet information sent as emails may take up to 45 minutes to arrive. Contact Support if it takes longer.

Send one or more rows via email

You can send up to 50 rows via email.

1. Select Row Menu 

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   on the row you want to send. 
    

   To send multiple rows, press and hold Shift or Ctrl (Command ⌘ on Mac) as you select multiple row numbers.

2. Select Send… in grid view or Send row in table view.
3. Enter the email addresses of the people or groups who should receive the email in the To field. Separate multiple email addresses with a comma or a semicolon. To add contacts from your Smartsheet Contact List, select the Select Contacts 
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    icon.
4. In the Subject and Message fields, edit the email subject and message as needed.
5. Customize the information you want to add to the email and the email layout.
   • Include: By default, this includes all columns (including attachments and discussions). Select Edit to add or remove columns, attachments, or comments from the email.
   • Layout: Edit how you want to display the information you added. This option is only available when you send a single row of data.
6. Select Cc me to receive a copy of the email.
7. Select Send.

If you're working on a report with information from multiple sheets, you can only include rows with values from the same sheet in the email message. If you have grouping applied to that report, you can't select group heading along with sheet rows.

Send a sheet as an attachment

You can send a snapshot of a sheet or report by attaching it as a PDF or Excel (.xls) file in an email message.

1. In the top menu bar, select File > Send as Attachment.... The Send as Attachment form appears.
2. In the To field, enter the email addresses of the people who should receive the email. Separate multiple email addresses with a comma or a semicolon. To choose from your contacts, select the Contacts icon 
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3. Edit the email subject and message as needed. 

   By default, the sheet's name is the Subject.

4. Select the attachment type you want to send. If you want to send the sheet as a PDF, select (options) to access the PDF Setup menu and define how the attachment looks.
5. Optional: Select Schedule if you want to define when to send the email or to set a recurring basis. Define the frequency of your deliveries, or specify when you want the email sent. Select OK.
6. Select Send.

The Send as Attachment form's Sent to panel lists sent emails and scheduled recurrences. You can edit or delete scheduled recurrences.

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Send a secure link to a sheet

A permalink is a permanent URL of a page or site. Smartsheet generates one for every sheet. 

1. In the upper-right corner of the sheet, select Share. 
2. Select Copy link.
3. Share the link via email. Only people with a Smartsheet account and shared to the sheet can access it through the link.

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If you want users to access a Smartsheet item without requiring them to log in, generate a link that anyone can access.

Email all shared users a link to the sheet

1. In the top menu bar, select File > Email Shared Users....
2. Optional: Select All Shared Users, to narrow the recipient list. By default, the email goes to all sheet collaborators.

3. Edit the email subject and message. 

   The sheet name appears as the default subject line. 

4. Choose Cc me to receive a copy of the email. 
5. Select Send.

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