Proofing Automation

Meghan Stout

How do I use the workflow automation for approval with Proofs? For example, I need to send a PDF proof through a workflow to be approved, but I am unable to do this through automatic workflows (cannot add a Proof) nor the Proofing feature, which is not automated.

Also wondering if I can use dynamic cell data in Proofing requests. https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages

Andrée Starå

Hi @Meghan Stout

I hope you're well and safe!

Unfortunately, it's not possible now to set up workflow automation or use the placeholder feature for proofing, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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