Proofing

APPLIES TO

  • Smartsheet
  • Business
  • Enterprise

RELATED CAPABILITIES

Who can use this capability?

The Owner and Admins can enable proofing on a sheet. The Owner, Admins and Editors can add a proof for review.

Note: Any user type (including free users) can review and provide feedback on a proof, however a license is required to upload proofs and request feedback. For more information about user types in Smartsheet, see Account-Level User Types for Multi-User Plans.

Proofing allows your team to streamline and manage content creation and approval directly in Smartsheet. Anyone can easily review, edit, and approve images, videos, documents, and PDFs. Proofing also integrates with Adobe Creative Cloud, so users don't have to bounce back and forth between apps.

Upload files or use existing attachments to create a proof and send a review request to colleagues, vendors, clients, and more, even if they’re not shared to your sheet. Reviewers can pin comments, make annotations, discuss their feedback with each other, and log their approval decisions. Upload a new version to the proof at any time to continue the process. Previous versions of the proof will remain available in view-only mode.

 

Use proofing to collaborate on content

APPLIES TO

  • Smartsheet
  • Business
  • Enterprise

RELATED CAPABILITIES

Who can use this capability?

The Owner and Admins can enable proofing on a sheet. The Owner, Admins and Editors can add a proof for review.

Note: Any user type (including free users) can review and provide feedback on a proof, however a license is required to upload proofs and request feedback. For more information about user types in Smartsheet, see Account-Level User Types for Multi-User Plans.

With Smartsheet proofs, you and your team can quickly review and approve a variety of content. Use the simple, streamlined proofing process to upload file images, videos, PDFs, and Microsoft Office documents, control file versions, request and collect annotated feedback, and get approvals from stakeholders.

With supported file types, there's full integration for previewing and annotation. With unsupported file types, you can still take advantage of Smartsheet's proofing features to manage communication and request updates. 

These are the tasks you can do with proofs you add to a sheet or report: