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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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Download Proofs with Markup
Make it possible to download proofs as a pdf including all markup and comments.
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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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Merged: Option to recover deleted proofs
This discussion has been merged.
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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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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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Requesting Proofing from non-licensed users
I need to use the proofing function to send approvals to users who do not have a Smartsheet license. When I tested this feature out with someone who did not have a license, they tried to access the proof, but Smartsheet directed them to the log in screen instead. The person requested a code from Smartsheet which then…
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Proofing - Comments to persist across all versions
Currently, once a new version of a proofing document is uploaded, it is not possible to see the comments made on a previous version. This makes it extremely difficult to effectively review the new version and ensure all comments have been addressed. Options are now limited to, copy and pasting the comments out of the proof…
