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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…
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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…
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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…
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Proof be accessible in Smartsheet Mobile App
The mobile app that can be downloaded in Playstore or App Store doesn't have the feature to view/interact with proofs. It would be nice to have this feature since one of the reasons we use the app is for portability.
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Are Proofs in the Mobile App View-Only? Or is there a way to upload proofs/versions in the app?
Are Proofs in the Mobile App View-Only? Or is there a way to upload proofs/versions in the app?
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Can a person not shared to a sheet participate in proofing activities?
The help info is not super helpful in answering this specific question. Can I send a proof to someone not shared to a sheet? Do they need to have the sheet shared with them in order to interact with proofing?
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Sign-in requirement for proof approvers/reviewers
Hi all, Our team is working to streamline a process which includes stakeholders outside our unit. These stakeholders are asked to review/approve proofs. When a stakeholder from outside our unit is asked to review/approve a proof, they're required to sign in to Smartsheet. I appreciate that they don't need to create an…
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Ability to see Version History when viewing a proof in new tab
When you invite a user to review a proof, the button in the email takes the user to a new browser tab (outside of the Smartsheet project plan). If more than 1 version exists, you can only roll back to see those versions if accessing the proof from within a project plan to see if corrections were made. The invitee cannot do…
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Ability to attach files from within a Proof (when viewing in a separate tab)
After inviting a user to a review a proof, typically that button in the email takes the user to review the proof in a separate browser tab. When adding comments to this proof, there's no method to attach a file to a comment. You can only do this when accessing the proof directly within the project plan. Can this be an…
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Assign a status to a sheet/report/dashboard
Hi, With my limited experience, I have run into the notion that it would be nice to assign a status to a sheet, report and/or dashboard. (concept, draft, ready for proofing, etc., complete) This for instance would be visual for administrators to sort within their folders, instead of naming a sheet HSE-issue tracker-draft…