Proofs - approval status / reminders

Options

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

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    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

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Neil Egsgard
    Neil Egsgard ✭✭✭✭✭
    Options

    I documented how to schedule proof reminders.


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


    Neil