Proof Workflow


Is there a way to create an automation to email a final Proof? I need Smartsheet to automatically email a Proof once the Proof has been marked as completed. Additionally, I need it to send the proof to a group of emails which would be a contact column in my sheet.

Currently, we have to manually download and then email the final Proof to the select group of individuals. I'm hoping to automate this process.

I currently have to hide the proof column and the attachment column from employees as the proof draft(s) and generated attachment(s) have confidential information and only one department has authorization to see such documents. Once the proofs are completed and the confidential information has been removed, then I need a more efficent way to get the PDF to other departments.



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