How can I add a Confidential Statement to the top of my Smartsheet
I would like to add a Confidential Statement- Do Not Share.... at the top of a simple Smartsheet. Preferably at the Very top under the Name of the document.
Users will only have View Only Permission.
Answers
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if you are using a sheet, just use the description. You can use bold, italicize, or re-color to make it stand out more so viewers read it. If you are making a dashboard, just use the same text widgets as you would use to make the title and make it to your specifications.
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I am new to Smartsheet, are you speaking of the column description? I want it to be seen without having to hover over the i. I also would like to prevent anyone from exporting the sheet, basically lock it down except for them to click links within the sheet
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Hi @Gina McK
I hope you're well and safe!
You could use the WorkApp feature to lock it down and have a tab show before it's confidential.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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If it is our only option then we may have to consider changing to a workapp
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Can you explain more about the use case, and we'll see what options make sense?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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