Sign in to join the conversation:
Is there a way to preview attachments rather than needing to download each time? It seems that this requirement has been raised for a number of years now.
Hello,
Smartsheet supports previewing images and PDFs without downloading them - as long as they are uploaded from your computer. Images will open in a pop-up window and PDFs will open in a new browser tab.
You can find more information on attachments in these articles from the Help Center: https://help.smartsheet.com/articles/518404-deleting-editing-versioning-attachments? and https://help.smartsheet.com/articles/504760-downloading-viewing-attachments?
The ability to preview other file types is not supported at this time but please submit a product enhancement request to let our Product team know if you'd like the ability preview other types of attachments. Be sure and detail the specific file types that you would like to preview. The product enhancement request form is located in the Quick Links section to the right of this discussion.
Good afternoon,
I viewed both articles in the links above, and neither of them say how to do the preview option. Mine always download (because of how I have Chrome set), but my coworker is always prompted to save the document.
Is there a preview option in the works for PDF/Word/etc?
Blessings,
Loann
Example from my work - I really would appreciate the ability to preview Excel sheets so we can tell if the document submitted is our new Fiscal Year 24 form or the "old" fiscal year forms that we are rejecting.
Is there an existing enhancement request for this? If yes, when/how can I "upvote" that request?
Thanks!
Hi @virgh
I don't believe another member has created an Idea post yet to vote on regarding opening a preview of an Excel file (similar to the current PDF previews).
Please feel free to submit your feature request to the Product team by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community.
Cheers,
Genevieve
I’ve created an automation that generates a document and forwards it to the individual specified in a cell. The line item also has several additional attachments associated with it. Is there a way to include those attachments with the generated document?
I have an automation set up that copies a row to another sheet each day. The automation itself works correctly, but the problem is that it copies the formulas rather than the values, which causes the formulas to break and return errors. How can I configure it to copy only the values instead of the formulas?
Hi Team, I'm having trouble pulling data from a sheet into a dashboard, it won't let me select the tabs I'd like to use. Any tips?