Proof Approvals

lisarae723

Hello my fellow Smartsheet friends!

Looking for some feedback re: apps/add-on's.

We utilize alerts & actions by sending approval requests to our customer, for proofing purposes. Our customers often complain because they cannot manipulate the actual document to show where corrections are needed, or cannot highlight certain portions of the document.

Is there an app/add-on to allow such a feature? 

 

Andrée Starå

Hi Lisa,

What kind of documents is it?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

lisarae723

Our graphics department uses Adobe Illustrator & they provide me with the proofs as pdf's.

Thank you!

Andrée Starå

Happy to help!

One possible solution could be to use DocuSign and the comment feature. It could probably be configured to be a great proofing and approval solution.

Would that work?

Let me know if I can help!

Have a fantastic weekend!

Best,

Andrée

lisarae723

That might just do it. I will add DocuSign to our account & give it a try. Thank you so much, I really appreciate it!!

 

Andrée Starå

Great!

Let me know if I can help in any other way!

Have a fantastic weekend!

Best,

Andrée