Proofing and attachments

Michael Batt

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.

Andrée Starå

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!

Andrée Starå

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!

Michael Batt

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

@Michael Batt

Excellent!

You're more than welcome!