Use comments to collaborate with your team members in Content Automation. … You can only add comments inside a document when you're editing it. From … Add …
To learn more about Smartsheet Regions, click here.
Content Automation documents and projects
Archiving is the process of removing your project from your project view as it is no longer in regular use. This replaces deleting, allowing users to … A …
A project kit contains a preset collection of templates that users can add as a starting point when creating their own … A project kit contains a preset … W …
Learn the process for canceling review requests on a document that has been submitted for … Learn the process for canceling review requests on a … Cancel a … C …
Change the document reviewer when the initial reviewer is updated to another default reviewer or admin within Content … Change the document reviewer … Using …
Review how to copy content from one document to another. … Review how to copy content from one document to another. … Inside a project, select the + New … Copy …
Documents can be created by users from their available suite of templates. … Documents can be created by users from their available suite of … Create a … Creat …
Projects are folders that house a selection of a user's documents. … Projects are folders that house a selection of a user's … Create an empty project Open … C …
Duplicating a project allows you to make a copy of it and all its contained documents inside a brand-new … Duplicating a project allows you to make a … Dupl …
An input is a globally accessible tag that gives authors the ability to populate a document with the content. Various types of inputs can be utilized … A …
You can simultaneously edit multiple documents with shared inputs. … You can simultaneously edit multiple documents with shared … Edit multiple documents … Edi …
An External Contributor user role is a once-off invitation to a single project. … The External Contributor user role grants access to a single Content … Ext …
Exporting is the process of taking your edited document from Content Automation and converting it into the required file … Exporting is the process of … How …
An input is a globally accessible tag that allows authors to populate a Content Automation document with … An input is a globally accessible tag that … Code …
Reviewers can manage all requests that have been submitted for approval and monitor any that require … Reviews are where a reviewer can manage all … To view …
Move or duplicate documents within and across projects to keep your Content Automation workspace … Users can duplicate and move … Move documents Select the … M …
Learn how to edit documents after they are exported. … Learn how to edit documents after they are exported. … When you export a document, you can modify it … R …
Learn to rename your Content Automation projects and documents. … Learn to rename your Content Automation projects and … You can rename individual projects … R …
Learn how to request a review of a document. … Learn how to request a review of a document. … Submit a document for review Open or edit the document. … Reque …
Flexible templates allow users to resize documents. … Flexible templates allow users to resize documents. … Flexible templates Flexi templates are only … Res …