Attach a file or link from an online resource

Relate files from Google Drive, OneDrive, and more to Smartsheet items as Attachments.

Plans:

Pro
Business
Enterprise

Permissions:

System Admins
Owners
Admins
Editors

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

Anyone with access to the sheet can view and download attachments or send them via email. System Admins for Enterprise plans can deactivate any file attachment options.

You can associate online files with Smartsheet workspaces, sheets, rows, or comments.

Workspace: In Browse, select the workspace and then select the Attachments icon in the top right corner.

Brandfolder Image

The Workspace Attachment Summary panel appears. Select the Attach dropdown menu.
Sheet: The Attachments icon is on the right bar in Grid, Card, Gantt, and Calendar views.
Brandfolder Image
The Attachments panel appears. At the bottom of the panel, select Attach Files to Sheet.

In Table, Board, and Timeline views, the Attachments icon is in the toolbar.

Brandfolder Image

Selecting it opens the Attachments panel on the right.

Row: In Grid View, select a row and then select the Attachments icon on the right panel (in Card View, select a card and then select the Menu icon Brandfolder Image > Attachments...). The Attachments panel appears. Select Attach Files to Row.
Comment: Add or open a comment and select the Attachments icon in the bottom right.

Attach a link

Views	Steps to attach a link
Grid Card Calendar Gantt	In the Attachments panel, select Sheet if you want to attach the URL to the sheet. Or select Row if you want to attach it to the selected row. Select Attach Files to Sheet, or Attach Files to Row #, depending on your previous selection. Select URL. Enter the Link URL and Link name (optional). Select Save.
Table Board Timeline	In the Attachments panel, select the dropdown under Attachments. Select All rows or Untitled row. If the primary column of the selected row is blank, Untitled row appears as an option. But if it isn’t blank, its contents appear instead. Select + Add. Select URL. Enter the Link URL and Link name (optional). Select Save.

Views

Steps to attach a link

Grid
Card
Calendar
Gantt

In the Attachments panel, select Sheet if you want to attach the URL to the sheet.

Or select Row if you want to attach it to the selected row.

Select Attach Files to Sheet, or Attach Files to Row #, depending on your previous selection.
Select URL.
Enter the Link URL and Link name (optional).
Select Save.

Table
Board
Timeline

In the Attachments panel, select the dropdown under Attachments. Select All rows or Untitled row.

If the primary column of the selected row is blank, Untitled row appears as an option. But if it isn’t blank, its contents appear instead.

Select + Add.
Select URL.
Enter the Link URL and Link name (optional).
Select Save.

Attach a File Library link for review

You can add a link to content stored in the file library for review.

Views	Steps to attach a link
Grid Card Calendar Gantt	In the Attachments panel, select Row or navigate to a row’s attachments via the paperclip RAI Select Attach Files to Row #. Select Attach file link for review. Enter the Link URL , and the Link name auto-populates. You can edit the Link name (optional) after it has auto-populated. Select Save.

Attach a File Library link for review isn't available in Table, Board, or Timeline views.

You can identify File Library links with the icon Brandfolder Image . When you hover over it, it indicates the attachment is Stored in File Library.

Supported third-party cloud storage services

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

You must have the appropriate permissions in these programs and access to the sheet or workspace in Smartsheet.

Storage service	Workflow for attaching a file	Workflow for accessing the file
Google Drive	If you use a Google address in Smartsheet, select Grant Access in the pop-up that requests 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 to change the Google account you're exporting to.	If you convert a Google Drive attachment to Google Docs, Google Sheet, or Google Slides format, Smartsheet syncs all changes in that format to the attachment.
OneDrive	Log in to OneDrive through the pop-up window only the first time you use this feature.	If you want to attach a file to OneDrive, you must own it. You can't attach files you've been shared with. Your file must belong to your My Drive folder--not a folder shared to you. If you have editing permissions on the file, Edit Document appears 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 it 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 files are view-only when accessed via Smartsheet attachments unless they're 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 files are view-only when accessed from Smartsheet attachments. 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. Smartsheet syncs all changes from Evernote notes to the attachments.
Egnyte	The first time you use this feature, enter your Egnyte domain, username, and password and confirm Allow Access to Smartsheet in the pop-up window. If logged into the wrong Egnyte account, select Change User in the upper-right corner to sign in to a different Egnyte account. Egnyte integration isn't 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 (not the individual files) so other collaborators can open them in Smartsheet. Egnyte offers instructions for sharing folders in their Help Desk.

Storage service

Workflow for attaching a file

Workflow for accessing the file

Google Drive

If you use a Google address in Smartsheet, select Grant Access in the pop-up that requests 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 to change the Google account you're exporting to.

If you convert a Google Drive attachment to Google Docs, Google Sheet, or Google Slides format, Smartsheet syncs all changes in that format to the attachment.

OneDrive

If you want to attach a file to OneDrive, you must own it. You can't attach files you've been shared with.

Your file must belong to your My Drive folder--not a folder shared to you.

If you have editing permissions on the file, Edit Document appears 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 it 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 files are view-only when accessed via Smartsheet attachments unless they're 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

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

Box files are view-only when accessed from Smartsheet attachments.

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.

Smartsheet syncs all changes from Evernote notes to the attachments.

Egnyte

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

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

Egnyte integration isn't 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 (not the individual files) so other collaborators can open them in Smartsheet. Egnyte offers instructions for sharing folders in their Help Desk.

Troubleshoot Google Drive attachments

If an API developer token is invalid, a message appears when you attach a Google Drive file.

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 mode, such as incognito mode in Chrome.
- If your current browser's private mode doesn't work, deactivate your browser extensions.
- If private mode or another browser works, open your current browser normally and clear your cache.
Turn off any ad-blocking or anti-virus software.
If none of these work, contact support.

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