Request: enable editing and updating of MS Office suite documents directly within a smartsheet row.
Currently, to edit and update MS Office suite documents (Word, Excel), we must save a copy to our local system, make the edits, and then upload a new version to the Smartsheet row. Our goal is to have all activities tied to the job classification request process housed directly within Smartsheet, eliminating the need to save items on individual systems.
As part of the review and analysis process, we use a classification request analysis worksheet in Excel. This file is unique to each request, contains multiple tabs, and is uploaded during the preliminary review stage. The HR team member assigned to the analysis updates the file with various information and data, sometimes pausing their work to return later. Once complete, another HR team member reviews the analysis, which may involve entering additional data or requesting updates from the first analyst.
Under the current process, this back-and-forth requires multiple downloads and uploads of new versions, creating inefficiencies. While it may be simpler to conduct the analysis outside of Smartsheet and only upload the final version, doing so conflicts with our goal of keeping the entire process and related activities contained within Smartsheet.
