The help info is not super helpful in answering this specific question. Can I send a proof to someone not shared to a sheet? Do they need to have the sheet shared with them in order to interact with proofing?
No, you don't have to be shared with the sheet to interact with proofing. But they will have to have a Smartsheet login.
The first time you send them a proofing request it will ask them to create an account. They can then take part in proofing, without accessing the underlying sheet.
I have also had issues with trying to share a proof without sharing the sheet. I have only tried this as tests so far, however the people I have tried this with have managed to be able to see the sheet. I have tried to look for videos but not found anything that gives you the instructions on how to share the proof without sharing the sheet. Please can anyone help me?
Hi @Rachel Taggart
Can you describe how you're sharing the Proof?
The "Invite" button should only invite reviewers to the external proof page, and not to the sheet (unless they also have access to the sheet).
See: Request review and approval
Let me know if this helped!
Hi @Genevieve P.
Thanks for your help, that has worked for me. 😀
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