Storing documents in a folder, in a Workspace

JHC Projects

Looking for best way to share and store documents (Word, Excel, Visio, PDF, etc) inside of a workspace. .. Ultimately, would like to have a tree of folders that will serve as a Data Room for a particular project.

Has anyone tackled this previously? Any way to make it work effectively without having to attach to rows and share them with individuals singularly?

sean59916

Hi, 

You can add attachments at the workspace level. click on the paperclip to right of the workspace name then upload the document.

I hope this helps?

 

Sean

Andrée Starå

Hi,

To add to Sean's answer.

You could also link to other Online Resources like Google Drive, Dropbox, and more.

More info: https://help.smartsheet.com/articles/518406-attachments-from-google-drive-onedrive-dropbox-box-evernote-egnyte-url

Another option could be a method I've used mostly with clients in the construction area, and that would be to have a separate sheet for all documents where the rows would show what kind of document it is and there can also be different versions, and it's easy to send/share when needed.

Would any of those options work?

Have a fantastic week and let me know if you have any questions!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting