How to manage revisions through attachments/proofs
Good morning! We are exploring the Proofing function to manage the various versions of our drawings. At the start of a project, a request is submitted to our design team to create a drawing that illustrates the scope of work for a project. Once the drawing is complete, the Designer uploads the drawing file (PDF) as an attachment. If there are revisions required, the Sales team will convert the attachment to a proof, annotating the required changes.
Once the Designer revises the drawings, they will then upload the revised PDF (Revision 1) to the sheet. This is where it gets muddy. We understand how to create a new version of a proof if Revision 1 also has changes. We also understand how to view previous versions of proofs so we have a history of the changes over the course of a project.
What is best practice to manage the actual attachments? Ultimately we would only want the latest and greatest drawing attached to the row. Once a drawing is deemed "final", should we just be deleting the previous attachments? Will deleting any attachments affect the ability to review previous versions of proofs?
Thank you in advance!
Answers
-
Hi @KGetchell
I hope you're well and safe!
My suggestion would be to have multiple rows for each phase.
Make sense?
Would that work/help?
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, Awesome, 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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.5K Get Help
- 402 Global Discussions
- 213 Industry Talk
- 450 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 135 Just for fun
- 56 Community Job Board
- 454 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives