Add a proof to a sheet or report

A proof is a preliminary version of content used for review. Smartsheet streamlines this process by allowing teams to centralize feedback and approvals for images, videos, and documents directly within a sheet.

Who can use this?

Plans:

  • Business
  • Enterprise

Permissions:

  • Owners
  • Admin
  • Editor

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Add a proof

  1. Hover over the row in your sheet or report where you want to add the proof. 
  2. Select the  collaborate on a proof  icon on the default column on the left side of the row

The file upload screen is displayed.

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Upload proof screen
  1. To find and upload the file you need to proof, select Upload. If you know where the file is, drag it to the Drop your file here box.

If you want to proof a file with your team that isn’t tied to a particular sheet or report, use file library

Refer to these articles to learn more about Proofing.


Manage proofs in sheets

The Proofing button in the sheet toolbar displays the Proofs panel, which lets you review and manage proofs in your sheet. The panel shows versioning and row numbers, allows proof deletion and sorting, and the creation of Proof Info Columns.

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Proofs right-side panel

Supported file types

Content typeSupported file typesNotes
Imagesjpg, jpeg, png, bmp, gifFull support for previewing and annotating one or more images directly in the proof. Multiple images can have mixed file types.
Videomp4, avi, movFull support for previewing and annotating a single video in the proof
AdobepdfFull support for previewing and annotating a single PDF in the proof
Microsoftdoc, docx, dot, rtf, xls, xlt, xlsx, xltx, ppt, pot, pps, pptx, potx, ppsxFull support for previewing and annotating a single document in the proof
Anything attached to a Smartsheet itemAny file type that can be attached to a Smartsheet itemYou can't preview or annotate files directly in the proof. You can request feedback, leave comments, approve or require changes, manage versions, and mark the proof complete.

 

The Smartsheet extension for Adobe Creative Cloud now supports multi-image upload in Photoshop, Illustrator, and InDesign. 

To upload a new version of a file, select the Version dropdown menu at the upper-left corner of the screen.

Now you know how to add a proof to a sheet or report and understand the supported proof file types.