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Proofing for long documents e.g. contracts
The proofs functionality is very helpful for a distributed team! Now, why not take proofing in Smartsheet to the next level and make it fit to help generate complex contracts (like 100 pages+) and to be reviewed by multiple parties along the way. Currently longer documents are not really easy to review in proofing and…
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In proofs, provide option to send direct links to a specific PDF page
Hi, using proofs for contract generation and approval could be great. Sometimes contracts are very long and have multiple parties involved, so the amount of annotations is large. It would be very helpful to be able to send a person a link to a specific pdf page (like the official #pagenum technique from Adobe), so she/he…
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Merged: Proof Linking automated notification
This discussion has been merged.
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Accurate Colors when creating proofs
We previously utilized Workfront for project management and proofing, and colors on pdf created where accurated, now colores, mostly blues are softer than real ones. Is this something Smartsheet can fix in your proof software, so we don't have to go through additional steps to upload each proof? Our team uploads numerous…
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Proof approval not captured
We are getting email notifications that a proof has been approved, but when going to the proof the status still shows as pending approval. I'm not able to find any pattern or input that is causing it. It also seems to be happening more than usual. Any ideas out there?
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Automation for Proofing like Update Requests
It is way past time for Smartsheet Proofing to use a similar format to Automations, to allow users to pre-define a review/approval path for proofs. Currently, we must create each proof request individually and 'manually' – sort of like creating an 'Update Request' on the fly by using the 3-dots row menu – instead of being…
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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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Version Control in Proofs when 'upload attachments' is turned off?
Hi all, For one (very specific) reason I have Upload Attachments turned off for our enterprise account. In this case, the only method to add a file to a proof is by attaching a link. In our case the link (should) always point to a Box or Sharepoint file. I suspect that this is the reason that I cannot do anything to update…
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Ability to Remove Proofers
Sometimes we have a need to remove a proofer if they are no longer assigned to a project or they were mistakenly added. We have a fluid list of stakeholders and sometimes the people added to review should be removed. I would like the flexibility to remove proofers. Thank you for your consideration!
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Conditional Formatting for Proof Approvals
Would be great if once all parties have approved a proof (using the built in proof approval feature), conditional formatting can be applied to a row. This way we don't have to go in and manually check the status on who has approved each line item. I haven't found a way to do this and have viewed a lot of forums. If anyone…