Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

  • Owners
  • Admins
  • Editors

Anyone with access to the sheet can view and download attachments or send them via email.

System Admins for Enterprise plans can disable any file attachment options.

Attach a file or link from an online resource

Relate files stored in another online resource (Google Drive or OneDrive) to items that you're tracking in Smartsheet with the Attachments capability. 

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions

  • Owners
  • Admins
  • Editors

Anyone with access to the sheet can view and download attachments or send them via email.

System Admins for Enterprise plans can disable any file attachment options.

You can make file associations at the workspace, sheet, row, or comment level. Here's how to get started, depending where you want to add your attachment:

  • Workspace: At the top right corner of the Workspace, select the Attachments icon. 

    View of the Attachments icon.
     
  • Sheet: To open the Attachments pane, select Attachments on the right Feature Bar.

    View of the Attachments icon on the right Feature Bar.

    At the bottom of the Attachments pane, select Attach Files to Sheet.
     
  • Row: Select the Attachments icon (in Card View, select a card and select Add Attachment).
  • Comment: Open the comment for editing, select the Add Attachment icon to the right of the comment.

Supported third-party cloud storage services

The following table lists the online storage services you can use with the Attachments capability. Use the information about workflows for each service to effectively attach and access files.

You need to have the appropriate permissions in these programs, as well as access to the sheet or workspace in Smartsheet.

Storage service
 
Workflow for attaching the fileWorkflow for accessing the file

Google Drive

 

If you use a Google address in Smartsheet, select Grant Access in the pop-up that appears requesting access to your Google Drive documents.


If you don’t use a Google address in Smartsheet, log into your Google account first through the pop-up window. You only need to log in the first time you attach a file from Drive.

Learn more about removing site or app access to revoke Smartsheet's access or change the Google account you're exporting to.

If you convert a Google Drive attachment to Google Docs, Google Spreadsheet, or Google Slides format, you can make changes to the file directly and see them reflected in the Smartsheet attachment.

OneDrive

 

Log in to OneDrive through the pop-up window only the first time you use this feature.

You must own the item if you want to attach it. You cannot attach items you've been shared to. 

Your file should be located in your My Drive folder and not a shared folder.

If you have editing permissions on the file, you'll see Edit Document at the top of the file.

Dropbox

Log in to Dropbox through the pop-up window only the first time you use this feature. When you attach an item from Dropbox, it creates a public link and adds to Smartsheet.

If you're logged in to the wrong Dropbox account, select your name in the upper-right corner to log out and then log back into the desired account.

Dropbox attachments are view-only when accessed from Smartsheet, unless they are Microsoft Word, PowerPoint, or Excel files.

Dropbox supports an integration with Microsoft Office Online for you to edit files directly by selecting Open at the top. Any changes you make sync back to the attachment in Smartsheet.

Box

Log in to Box through the pop-up window only the first time you use this feature.

If you’re logged into the wrong Box account, select the Switch Box Account link in the lower-left corner of the window.

Box attachments are view-only when accessed from Smartsheet.

Go to Box to download or edit the file.

Evernote

Log in to Evernote through the pop-up window only the first time you use this feature and authorize Smartsheet to access your files. 

If you’re logged into the wrong Evernote account, select the Switch Evernote Account link in the lower-left corner of the window.

 

Evernote notes are read-only when accessed from Smartsheet

Evernote syncs any changes you make to your notes back to the Smartsheet attachment.

 

Egnyte

Enter your Egnyte domain, your Egnyte username and password and provide confirmation to Allow Access to Smartsheet in the pop-up window the first time you use this feature.

If you’re logged into the wrong Egnyte account, select Change User in the upper-right corner to sign in to a different Egnyte account. 

Egnyte integration is not available on Pro plans. 

Editing Egnyte files requires you to download and install Egnyte's WebEdit tool.

Egnyte's WebEdit tool syncs back any changes you make to the attachment in Smartsheet.

Share the Egnyte folder containing the files (and not the individual files themselves) so other collaborators can open them in Smartsheet. Egnyte offers instructions for sharing folders in their Help Desk.

Troubleshoot Google Drive attachments

If you see an API developer token is invalid message when adding Google Drive attachments to a sheet, try the following fixes:

  • Confirm you're signed out of all Google accounts, then sign in with one specific account.
  • Try another browser or a private browser, such as incognito mode in Chrome.
    • If a private window of your current browser doesn't work, disable your browser extensions.
    • If a private window or other browser does work, clear your browser cache to attach files from Drive without using private mode.
  • Turn off any ad-blocking or anti-virus software.
  • If none of these work, contact support
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