Smartsheet - Dropbox - MS Word document editing on Ipad

michon71241 · 12/04/18

Hi All,

I have Word documents I am attaching to a smartsheet, that I would like a team member in the field who uses an Ipad, to be able to edit easily and save back to Smartsheet. Without too many steps involved.

PDF is also an option.

What are my options here? So far I can't get it to work with Smartsheet, attaching from Dropbox, and using MS Word on the Ipad to export the file and edit.

Thanks,

Lewis Speak · 12/05/18

Hello!

Thanks for getting in touch, I'll be happy to help with your query.

To edit Word documents on an iPad, I recommend you download the Microsoft Word app on the iPad. You can open the attachment within the Smartsheet app, select the 'Send' button in the top-right corner and select 'Copy to Word'.

This will open the file in the MS Word app and allow editing. You can save the document as a Word or .PDF file once you are finished and then upload this directly back into Smartsheet via the application.

I will raise an enhancement request on your behalf to consider implementing direct Word editing capabilities into our mobile app.

I hope this helps. Let me know if you require any further assistance.

Geraldine Gray · 03/04/20

Hello Lewis

I like what you have here as I too am experiencing the same issue, in that our teams can't open their attachments in Smartsheet in word edit format while out on site with their Samsung active tablets. How did you go with raising the enhancement for direct word editing capabilities?

Cheers

Greg Butler · 10/23/20

https://community.smartsheet.com/discussion/comment/242136#Comment_242136

I third this. Has there been any movement with the integration?

Smartsheet - Dropbox - MS Word document editing on Ipad

Comments

Categories