Proofs - approval status / reminders

Marcin

Hi All,

I've a case where I have an invoice that needs to be approved by 3+ approvers. Invoice is fully approved once all of them approve and then can be paid

I was using approval workflow for that using status column & other 3 columns to indicate approvers

However I'm looking if I can simplify the sheet by using Proofs for that purpose so questions:

1. Is there a way to see if the proof is approved by all invited people & who did not respond (other then going into the proof itself and hoovering over buttons & responses pending)?
2. Is there a way to send automatic reminders to invited people who did not take action?

Best

Marcin

Andrée Starå

Hi @Marcin

I hope you're well and safe!

Please see my comments/answers below.

However I'm looking if I can simplify the sheet by using Proofs for that purpose so questions:

1. Is there a way to see if the proof is approved by all invited people & who did not respond (other then going into the proof itself and hoovering over buttons & responses pending)?

[Andrée Starå] Unfortunately, no.

1. Is there a way to send automatic reminders to invited people who did not take action?

[Andrée Starå] Unfortunately, no.

Have you explored DocuSign and the new integration?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Neil Egsgard

I documented how to schedule proof reminders.

https://community.smartsheet.com/discussion/110830/scheduling-automatic-reminders-for-proof-reviewers#latest

Neil