Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

  • System Admins
  • Owners
  • Admins
  • Editors

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

Attach a file or link from an online resource

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

Who can use this?

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 disable any file attachment options.

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

Here's how to access the online files storage services interface from each Smartsheet item type:

  • Workspace: In Browse, select the Workspace and then select the Attachments icon on the top right corner. 

    workspace attachments icon

    The Workspace Attachment Summary pane appears. Select the Attachments dropdown menu.

  • Sheet: Select the Attachments icon on the right bar.

    Open the attachments pane from a sheet
     The Attachments pane appears. At the bottom of the pane, select Attach Files to Sheet.

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

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

Storage service
 		Workflow for attaching a fileWorkflow 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.

You must own the OneDrive file if you want to attach it. You cannot attach files you've been shared to. 

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 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 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

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 an API developer token is invalid message appears when you are attaching 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, disable your browser extensions.
    • If private mode or another browser works, open your current browser normally and clear your browser cache.
  • Turn off any ad-blocking or anti-virus software.
  • If none of these work, contact support. 

Related Content

Was this article helpful?
YesNo