-
Proofs Numbering System
When going through iterations of a form/document, there are times where the version does not jump immediately from 1 to 2. A lot of times, especially when collaborating, the versions go something more akin to 1.1, 1.2, 1.3, etc. before it is fully approved to become the new version 2. There could be an option to add a…
-
Multiple files within the proof section
The majority of my projects are multiple files in different sizes and formats which means I cannot just combine into one file. This is about 70 percent of all of my tasks. Instead of having one proof file, there should be a way to do a series of files also including the "version" option.
-
Export/Print Proof with Comments
Proofing is great, but I would love to use it for auditing documents. Being able to print/save/export the document with the comments would be a great asset. Additionally, comments should be retrievable into the grid for cataloging.
-
Is there a way to view the proof invite and resend it?
I am working with proofs for approvals. I often have to resend or the requests. Is there a way to review the email sent or resend?
-
Proofing Column Auto-updating
Hi: I've just started using proofs and I have the columns added to my sheet including the "pending approval from" column. When I sent the proof out, I can clearly see the names of the invited individuals there, but when I added a new individual today, using the proofing panel to invite them, the "pending approval from"…
-
New proof info columns and automation enhancements!
Hi Community! Have you ever wanted to automate the proofing process or have more insight into who’s approving or requiring changes? Us too! With this release, you’ll be able to track each person who has voted ‘Approved’ or ‘Changes Needed’ on a proof, as well as each person who hasn't yet voted. This enables you to stay on…
-
Scheduling automatic reminders for Proof reviewers
Here is a way to create reminders for Proof reviewers. This solution will: Send a reminder 5 days after the initial invite, if no one has responded to a Proof review request. Send a reminder 5 days after the last reminder, if no one has responded to a Proof review. Reset when a new Proof version is created. Some useful…
-
Proof Reminders that contain a link to the proof
Currently we can setup reminders for the approval of a proof or other details around a proof, but there is not a way to send a reminder to a person and have the reminder contain a link to the proof. It would be similar to the current notification that goes out when an approval is setup for a proof.
-
Proofing - adding an option to dropdown values in Proofing Status
Hello, I'm fairly new to the Proofing process in Smartsheet. I would like to add an option to the dropdown values in the Proofing Status column. I know how to add the option, but not sure where or how if will affect the actual proofing process. I would like to add a "Suggestions Made" option to the standard Created, In…
-
proof creation only working in portfolio workapp
We recently tested creating a proof from both a standard workapp as well as the portfolio workapp that control center creates. I can upload the file from the standard workapp, but the invitation process does not work. I can fill out email and subject, click invite, but nothing happens. From the portfolio workapp, I can…
