Any plan for Smartsheet integrations with DMS?

Beth Kennedy

We currently use Autonomy iManage for our Document Management System.  Do you have any plans to integrate Smartsheet with DMS?  Currently, to attach a file to smartsheet without losing version control of our document, we have to perform quite a few steps to make it happen.  Curious if this is on your roadmap.

Thank you

PPS Solutions

Hi Beth, would using URL Links help at all within Smartshete ie simply point back to your existing DMS?

Travis

We don’t have plans to integrate a DMS but I’ll pass your suggestion along. You mention you have to take a couple of steps to ensure version control. We do have a built in version control feature. When you upload a file to a row or sheet that contains another version of the file, you will be prompted to attach a new version of that file. You can also right click on the old version in your sheet and select Upload New Version. 

 

Here’s more information about versioning: http://help.smartsheet.com/customer/portal/articles/518404-deleting-editing-versioning-attachments

Beth Kennedy

Thank you for your responses.  I saw your version control, I didn't realize it prompted you though, that is good.  currently, I just create a link to the document in the DMS and attach the link, its a good work around but it is a little hard for non super users to figure out how to do it.  Thank you for all the feedback, sure love the new community!