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Proofing While Hiding Columns
Hey Smartsheet community, We want to utilize the proofing feature with our customers while in the same sheet hiding specific columns just from the customer (while allowing our team to see those columns). Dynamicview does not appear to allow for proofing, and a report would require sharing the entire base sheet. External…
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proof comment resolution checkbox
Designers would like to check off comments as they are completed during the proofing process, then be able to filter by status to clean up the thread.
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Can Proofs be sent to/reviewed by individuals without a smartsheet account
I was under the impression that individuals didn't need a smartsheet account to view and approve a Proof. But when I tested it with someone w/o a smartsheet account - it prompted them to create an account. We have a multi-layer approval process for requisitions and were hoping to obtain Department Head approval via a…
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Is there a way to create automation workflows from Proofs?
We're exploring ways of using PROOF as a way to get approval on requests. The Proof screen only allows the reviewer to select Approve or Require Changes. If we have the reviewer click on Require Changes and enter "Denied" into the comments, can we create an automation that would update the status column to "Denied"? We're…
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Batch Convert Attachments to Proofs
I regularly send multiple, separate, files to clients for review and approval. Rather than converting each one and having to invite my client contacts every time, I'd like to select multiple rows and convert them from attachments to proofs, THEN invite my client, in one place.
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Recovering deleted proofs
It would be very helpful if deleted proofs (at the version level and all proofs for a given row) could be recovered. At the very least, it would be helpful if someone on the backend at Smartsheet could help recover a proof if it has been deleted.
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Merged: Option to recover deleted proofs
This discussion has been merged.
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Column level permissions
Since there aren't column level permissions, I tried Dynamic view, which would work great if we could utilize proofing with Dynamic View, which is not possible. I have columns a specific group of users should NOT be able to edit on my sheet. However , I utilize proofs. Does anyone have a creative solution to not allow the…
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Automate Inviting to a Proof + Approval Tracking
Please automate inviting someone to a proof and track approvals.
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Edit in Proofing
What would you suggest to a customer who is looking to use the proofing tool to collect comments and request approval but would also want to be able to make changes to the word document without having to leave Smartsheet? At the moment they have to go out of Smartsheet, find the document in Sharepoint and edit the…