Proofing and attachments

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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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
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    Hi @Michael Batt

    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.

    [Andrée Starå] Correct

    Any tips / examples for using smartsheet for technical document / drawing storage would be great.

    [Andrée Starå] 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. (share too, andree@workbold.com)


    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    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

    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.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Michael Batt

    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.

    [Andrée Starå] Correct

    Any tips / examples for using smartsheet for technical document / drawing storage would be great.

    [Andrée Starå] 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. (share too, andree@workbold.com)


    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    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

    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.

  • Michael Batt
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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.

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

    @Michael Batt

    Excellent!

    You're more than welcome!

    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.