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Organizing Attachments by Folders

I am trying to use Smartsheet to manage several grant programs, from the application process to post-award reporting. The platform lends itself to do this easily, but one nuisance is having to deal with a lot of attachments without any way to organize them. It would be so much easier if we were able to organize attachments using folders or some other type of grouping feature.

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8 votes

Available Now! · Last Updated

File Library has now been released! This acts as a central place to store, search, and collaborate on any file in your workspace, from documents and presentations to images and videos. You can search and filter by file name, type, upload date, tags and more. File Library will be available to all customers on our new user subscription model. If File Library does not meet your current needs, please create a new idea with how you would like to see File Library be updated in the future. Thank you!

Comments

  • Glenn Z
    Glenn Z ✭✭

    Yes please!!!!!

  • Adrian Mandile CHESS
    Adrian Mandile CHESS ✭✭✭✭✭

    Another idea may be to use SharePoint document sets (folders) with metadata as your document repository and add a link to it either in the attachments or calculate the link URL in a sheet column.

    Adrian Mandile
    CHESS Consulting Australia - Smartsheet Solution Provider Gold Partner
    Collaborative | Holistic | Effective | Systems | Solutions

  • jacob.shaffer
    jacob.shaffer ✭✭
    edited 10/30/24

    File Library does not specifically address these needs as their is still no ability to create a folder structure…at least not in the early adopters version. It can be organized by tags, but it is still all individual files spread across a page rather than an organized heirarchy. Also, you cannot add zip files to try and retain an organized file set.

  • Hi all,
    File Library has now been released! Here is the announcement post with more information:
    File library for workspaces now generally available!

    @jacob.shaffer thank you for outlining the ways that File Library does not meet your organizational need when it comes to attachments.

    When you have a moment, it would be helpful if you would create a new idea specific to File Library and how you would like to see this develop! Then if you share that link here, others can vote on it if this release doesn't meet their needs as well.

    Thanks!
    Genevieve

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