Approvals in file library

You can request approvals on your files or vote on and leave feedback on your teammate’s files. 

Who can use this?

Plans:

  • Smartsheet

Approved files have a green checkmark near their name in the gallery view.

Request approval
  1. Open the file.
  2. Open the approvals tab User is created.
  3. Select Request approval.
  4. Fill in the approval invite details.
    1. Enter the emails for the reviewers.
    2. Add a due date.
    3. Add a subject.
    4. Add a message.
  5. Select Create.

Reviewers receive an email and a Smartsheet notification requesting their approval on the file. When you request an approval from a user who doesn't already have access to the workspace or the individual file, they get access to the individual file.

Approve files or require changes

When you receive an email or Smartsheet notification requesting approval on a file, you can open the file from the email or notification. Once you have opened the file, you can leave comments or annotate on the file as needed in the conversations tab  .

If your comments and annotations need to be addressed, navigate to the approvals tab  User is created.  and select Require changes and leave a comment about what changes are required for approval. If you're satisfied with the file as is, select Approve.