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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…
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Selecting contact list column for proof active in reports
Can I use the feature to select a contact list column when inviting people to a a proof from a report ? Or is does this only work in a sheet?
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Merged: Proof Linking automated notification
This discussion has been merged.
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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.