Access, preview, and download attachments from a report

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Reports don't store information; instead, they provide a view of the information stored on one or more source sheets. Therefore, files aren't attached directly to a report, they're attached to the specific rows or comments it displays. As such, there are some nuances to using attachments in reports.

Required source sheet permissions

Attachment actionRequired source sheet permission
addEditor, Admin, or Owner
updateEditor, Admin, or Owner
versionEditor, Admin, or Owner
deleteEditor, Admin, or Owner
viewAnyone shared to the sheet
downloadAnyone shared to the sheet


 

System Admins for Enterprise plans can disable file attachment options. See Manage global plan settings.

You can send an attachment in an email to anyone with a valid email address.

Limitations

Smartsheet doesn't support the following sheet-level activities in reports. 

  • Attaching files at the sheet-level (as opposed to a specific row or comment) can only be done in the source sheet.
  • Viewing attachments from a sheet's Attachments pane can only be done in that source sheet.

Access and preview a row attachment

  1. In a report, select the Attachments icon to the left of the row number. The Attachments panel appears.
  2. Select the name of an attached file to preview it.

The preview appears.

 

Some files (such as, Word docs or Google Slides) can't be previewed in Smartsheet. If the file originates form a supported online storage service, selecting the name opens the file in another browser window. Otherwise, you may need to download the attachment to view or edit it.


Download a row attachment

  1. In a report, select the Attachments icon to the right of the row number. The Attachments panel appears.
  2. Hover over the attachment that you want to download, and select the Download File button.

The file downloads to your device.

The current version of the attached file downloads in its original format. If you want to download an older version of an attached file, see Versioning files attached to items in Smartsheet.


Download row attachments in bulk

  1. In a report, select the Attachments icon to the right of the row number. The Attachments panel appears.
  2. Check the box next to each attachment that you want to download.
  3. At the top of the Attachments Panel, select Actions > Download Files.

The files download to your device in a compressed .zip bundle.


Preview or download a comment attachment

  1. In a report, select the Comments icon to the right of the row number. The Conversations panel opens on the right. 
  2. Scroll to the comment containing the attachment you want and hover over the attachment.
  3. Select the name of the attachment file to preview it, or select Download File to save the file to your device.

For information on how to delete a file associated with a comment, see Delete a file attached to a comment.