Document Control

kim.vorel49931

I'm wondering if anyone has used Smartsheet to set up a Document Control process, and if you have any suggestions to how I might get started with that.  I would like to have a form log that generates sequential form numbers as well as a way to keep completed forms with a single access point.  Automated approvals would be part of the process.  Any suggestions you might have would be appreciated.  Thank you!

Andrée Starå

Hi Kim,

Can you provide even more details about your process?

Best,

Andrée Starå - Workflow Consultant @ Get Done

 

kim.vorel49931

Hi Andree - I need to set up a document management system and I'm wondering if Smartsheet has the ability functionality for this process.  We currently use Excel for our forms log, with a sheet for each department/type of form, and the completed forms themselves are stored in separate files.  I'd really like to tie this all together with Smartsheet if I can.

 

Thanks,

Kim

Andrée Starå

Hi again Kim,

There are a few different ways to set it up. It all depends on your specific use case. 

One example.

Form to transmit the document and fill in the information. It could be different forms for department ot type. The sheet would also include an automatic number.

You could then connect the sheet with Google doc and export the forms to pdf or Google doc.

Would that work for you?

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

 

Andrée Starå

Hi @kim.vorel49931

I hope you're well and safe!

This might help!

It's here now! 🤩

https://community.smartsheet.com/discussion/92298/automated-document-generation-and-docusign-mapping-is-here

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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