Proofing and attachments

I've started using smartsheet as document / drawings management and building the Quality Management System into smartsheet.
Question - Attachments and Proofing are complete separate functions with no link in between the two?
Attachments has versioning control + able to add up issued drawings / documents.
Proofing is a separate function but identical to above with added benefits of being able to mark up pdfs during review and ask / record approval. Once approved it can / does not move to attachments.
Any tips / examples for using smartsheet for technical document / drawing storage would be great.
Best Answer
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I hope you're well and safe!
Please see my answers/comments below.
Question - Attachments and Proofing are complete separate functions with no link in between the two?
Attachments has versioning control + able to add up issued drawings / documents.
Proofing is a separate function but identical to above with added benefits of being able to mark up pdfs during review and ask / record approval. Once approved it can / does not move to attachments.
[AndrΓ©e StarΓ₯]Β Correct
Any tips / examples for using smartsheet for technical document / drawing storage would be great.
[AndrΓ©e StarΓ₯]Β It depends.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.Β (share too,Β andree@workbold.com)
I hope that helps!
Be safe and have a fantastic weekend!
Best,
AndrΓ©e StarΓ₯ | Workflow Consultant / CEO @ WORK BOLD
β Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
AndrΓ©e StarΓ₯ | 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.
Answers
-
I hope you're well and safe!
Please see my answers/comments below.
Question - Attachments and Proofing are complete separate functions with no link in between the two?
Attachments has versioning control + able to add up issued drawings / documents.
Proofing is a separate function but identical to above with added benefits of being able to mark up pdfs during review and ask / record approval. Once approved it can / does not move to attachments.
[AndrΓ©e StarΓ₯]Β Correct
Any tips / examples for using smartsheet for technical document / drawing storage would be great.
[AndrΓ©e StarΓ₯]Β It depends.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.Β (share too,Β andree@workbold.com)
I hope that helps!
Be safe and have a fantastic weekend!
Best,
AndrΓ©e StarΓ₯ | Workflow Consultant / CEO @ WORK BOLD
β Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
AndrΓ©e StarΓ₯ | 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.
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Thank you Andree for the confirmation there is no link between the two. The second part was if anyone had already used it for drawing document control. I will test the two fucntions and develop from there.
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SMARTSHEET EXPERT CONSULTANT & PARTNER
AndrΓ©e StarΓ₯ | 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.
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