Keep attachments current

Upload a new version of an attachment while still preserving prior versions.

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions:

  • Editor
  • Owner
  • Admin

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

A sheet's Owners, Admins, and Editors can add, version, or delete attachments. Anyone with access to the sheet can view and download attachments. You can send an attachment in an email to anyone with a valid email address.

System Admins for Enterprise accounts can deactivate any file attachment options.

Keep in mind

  • You may need to be the file owner on the corresponding online storage service to access and edit it. For more information about compatible third-party file hosting services, see Attach a file or link from an online resource.
  • Files attached from Box are read-only when accessed from Smartsheet. You must be shared to the file with appropriate permissions in Box to be able to edit or download the file for editing and versioning. Learn more on the Box community site.

If you aren't sure which situation applies to the file you are working with, you can find the answer in the Attachments panel (select the Attachments icon in the right panel to display it) and hover the mouse over the menu icon. Files that were uploaded from a computer or mobile device include the menu items Download File and Upload New Version. 

Update a file uploaded from your computer or mobile device

  1. Select the  Attach file. Attachments icon in the right panel.

  2. Hover over the attachment that you want to update and go to the Menu icon > Download File.
      

    Attachment download

    Once downloaded, you need to edit the file outside of Smartsheet.

  3. Once you've edited the file, locate the now out-of-date version in Smartsheet and select Upload New Version.
  4. Locate the file on your device and select Open.

That's it! You can now see an updated version number below the attachment's name.

Attachment download

View and download attachment versions

  1. To view or download a previous version of an attachment, simply locate the file in the Attachments panel.
  2. Hover over the file name for the attachment and go to Menu icon > View Version History (or select the version indicator in the file details).

  3. Hover over the version of the attachment that you want to view or download and click Preview File or Download File.

    When anyone downloads an attachment, they download the most recent version.

To delete attachments that are no longer needed, see Delete a File Attachment From a Sheet.