Hi There!
I am sure this has been discussed already but I would love thoughts on the best way to automate this process:
Every quarter I send out a questionnaire to a handful of controllers with the same exact excel. They then fill it out, rename the excel and drop it in their respective folders within our SharePoint (when they resave/rename the excels they still contain 'Tax Questionnaire' in the file name and the excel structure remains the same (i.e., all tabs and questions remain). I would like to 1) automate the sending of emails and 2) would like the ability to see who has saved down their questionnaire and who has not and then automate a follow-up email ability. I have already constructed a workbook that helps me determine who has saved down a questionnaire and who hasn't but now I'd just like to tie in the email/automation aspect of it.
If there is already a post about this can someone please me it :)
Thank you!!
