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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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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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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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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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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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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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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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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…
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Column level permissions
Since there aren't column level permissions, I tried Dynamic view, which would work great if we could utilize proofing with Dynamic View, which is not possible. I have columns a specific group of users should NOT be able to edit on my sheet. However , I utilize proofs. Does anyone have a creative solution to not allow the…
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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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Automate Inviting to a Proof + Approval Tracking
Please automate inviting someone to a proof and track approvals.
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Access Proofs from Dynamic View
I need the ability to access proofs attached to rows in Dynamic View.
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Smartsheet Proofs and Version History
We have a Smartsheet where we post Proofs for reviewing artwork. We have an automation that alerts someone when a new proof has been added. From the email link, users can view the proof, but it does not allow them to view version history. If the proof is viewed directly in the sheet, version history is available. Is there…
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Can external reviewer of proof download a proof
I have invited an external user to a proof, when they click on the email, the download option for the proof is not there, but they say they have had that option before. My guess is if they log into smartsheet (free user) and go to their notifications there and click to go to proof, it is indeed a different view with…
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Can a proof be accessed via a published report?
I'm trying to give our general users/stakeholders access to a report that shows any proofs awaiting their approval (they get the initial email invitation and I have reminders sent out every few days if their feedback is still pending), and I want to publish the report so that I don't need to share the underlying sheet with…
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Enhancement Request for Smartsheet Proofing Features
Hello Smartsheet Development Team, We would like to request enhancements to the Smartsheet Proofing features to better facilitate the processing of RFIs and Submittals in the construction industry. Currently, due to limitations and licensing requirements, we have paused using this solution and reverted to manual data entry…
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"Attachments" Needs Folder Capability
I have a need to upload many photos, sometimes over a hundred, to every line on a sheet, but the lack of the "Attachments" feature to allow for folders forces us to upload these files to the "Proofs" feature. Unfortunately, this can be a lengthy process in uploading and subsequently in just trying to open the proofs. It's…