Sharing and collaboration

Sharing and collaboration

Work with multiple people on a sheet at the same time

Stay aware when multiple people collaborate on the same sheet simultaneously. 

Work with multiple people on a sheet at the same time

Stay aware when multiple people collaborate on the same sheet simultaneously. 

Share a report as an attachment in email

You can share information collected in a report as an attachment to an email message....

Manually send an update request

Owners, Admins, and Editors with a Smartsheet account can create a manual update request.  Owners and Admins who receive a manual update req...

Share sheet information in email

You have different sharing options: If you need to provide the recipients with a read-only version of the data, email one or more rows....

Share a Smartsheet attachment through email

  The link in the email will expire after 30 days or after it's been clicked 100 times....

Publish a sheet, report, or dashboard

Publishing a sheet, report, or dashboard generates a unique URL that anyone can access without logging into Smartsheet and an iframe code that you can...

Publish a sheet, report, or dashboard

Publishing a sheet, report, or dashboard generates a unique URL that anyone can access without logging into Smartsheet and an iframe code that you can...

Conversations

Row-level and sheet-level Conversations

In the Conversation panel, you can either check all conversations or filter the view to conversations at the sheet level or selected row....

Row-level and sheet-level Conversations

In the Conversation panel, you can either check all conversations or filter the view to conversations at the sheet level or selected row....

Targeted conversations using comments

If you have access to the sheet, you can view or print comments....

Using @mentions in comments

When you tag a person in a comment, they’ll receive a notification with a link to the comment in the sheet....

Using @mentions in comments

When you tag a person in a comment, they’ll receive a notification with a link to the comment in the sheet....

Troubleshoot issues with @mention email comments

Sometimes, you'll see one of these errors when you reply to an email message generated by the @mention....

Troubleshoot issues with @mention email comments

Sometimes, you'll see one of these errors when you reply to an email message generated by the @mention....

Attach files to a comment

Select Attachments ....

Take action on a comment

In the Conversations panel of a sheet or report, the comment menu will present additional actions you can perform based

Create a new comment or reply to a comment

Once you’re in the Conversations panel in a sheet or report, or Comments section in a workspace, you can do the following tasks: Add a commentReply to...

Create a new comment or reply to a comment

Once you’re in the Conversations panel in a sheet or report, or Comments section in a workspace, you can do the following tasks: Add a commentReply to...

Sharing assets and items

Embed a Brandfolder

By embedding Brandfolder, you keep users on your own site and in turn increase session duration, page views, and search traffic driving t

Privacy settings

Customize your privacy settings for each Brandfolder and Collection.

Assign Owners to Organization

An Organization must have at least one Owner assigned who has full control over the Organization and all Brandfolders contained within.

Allow public to request access

Allow users to request access to your Brandfolder.

User Agreement

Add custom usage agreements for users to agree to before interacting with assets.

View only assets

View only assets are a way for Admin users to have complete control over who downloads an asset wherever the asset exists (Brandfolder, C

Embed assets with Smart CDN

Embedding a single asset in your website or landing pages can make updating the assets across multiple pages easy and accessible for all

User permissions

Compare the capabilities of the four different user permissions in Brandfolder.

Asset availability

 Control which assets are available to users with publish and expiration dates.

Manage CDN usage

CDN usage details are available on the Manage Subscription page.

Request assets for download

Share assets without allowing users to download and share.

Portals

Introduce a subset of your users to the most relevant information using Portals.

Contact sheets

If you and your team are looking for an easy way to print assets for evaluation and approval, contact sheets are the perfect way to enhan

Apply password requirements

Set password requirements for users at the organization level.

Watermark assets

Set watermarks on individual assets or entire Brandfolders.

Bring your own CDN

 Brandfolder has the capability to support any CDN provider through the creation of a new distribution in your current CDN provider

Add users to your Brandfolder tips and troublshooting

You must input a user's full email if sending invitations for the first time. Multiple emails will need to be separated with a comma....

Video streams

The video streaming feature allows Brandfolder users to embed video content on both web and mobile experiences.

Collections

How can I use Collections to manage my assets?

Message users

Update users by sending messages through Brandfolder.

User groups

The user groups feature allows Admins to manage many users across all resources.

User notifications

Brandfolder offers a notifications experience that lets you stay updated on what is happening in your Brandfolder both in-app and via ema

Invite users

Invite users to interact with your Brandfolder assets.

Add users to your Brandfolder tips and troublshooting

You must input a user's full email if sending invitations for the first time. Multiple emails will need to be separated with a comma....

Share assets

Users can share a link to individual asset modules or groups of assets.

Allow public to request access

Allow users to request access to your Brandfolder.

Embed assets with Smart CDN

Embedding a single asset in your website or landing pages can make updating the assets across multiple pages easy and accessible for all

Manage CDN usage

CDN usage details are available on the Manage Subscription page.

Collections

How can I use Collections to manage my assets?

Contact sheets

If you and your team are looking for an easy way to print assets for evaluation and approval, contact sheets are the perfect way to enhan

Watermark assets

Set watermarks on individual assets or entire Brandfolders.

Privacy settings

Customize your privacy settings for each Brandfolder and Collection.

Message users

Update users by sending messages through Brandfolder.

Invite users

Invite users to interact with your Brandfolder assets.

User notifications

Brandfolder offers a notifications experience that lets you stay updated on what is happening in your Brandfolder both in-app and via ema

User groups

The user groups feature allows Admins to manage many users across all resources.

Video streams

The video streaming feature allows Brandfolder users to embed video content on both web and mobile experiences.

Bring your own CDN

 Brandfolder has the capability to support any CDN provider through the creation of a new distribution in your current CDN provider

Apply password requirements

Set password requirements for users at the organization level.

User management

Learn how to manage your users at the Organization, Brandfolder, and Collection level.

Request assets for download

Share assets without allowing users to download and share.

Asset availability

 Control which assets are available to users with publish and expiration dates.

User permissions

Compare the capabilities of the four different user permissions in Brandfolder.

View only assets

View only assets are a way for Admin users to have complete control over who downloads an asset wherever the asset exists (Brandfolder, C

User Agreement

Add custom usage agreements for users to agree to before interacting with assets.

Assign Owners to Organization

An Organization must have at least one Owner assigned who has full control over the Organization and all Brandfolders contained within.

Embed a Brandfolder

By embedding Brandfolder, you keep users on your own site and in turn increase session duration, page views, and search traffic driving t

Portals

Introduce a subset of your users to the most relevant information using Portals.

WorkApps

WorkApps overview

Create dynamic applications using WorkApps

Create and edit a WorkApp

Start creating a WorkApp from the builder: select the plus icon from the right navigation bar and then select WorkApps....

Add pages to your WorkApp

Log in to WorkApps....

Add roles to a WorkApp

After you add pages to your WorkApp, create Roles to control which pages different stakeholders can view and edit in you

Share a WorkApp

It's easy to add people to your WorkApp in the builder....

Share a WorkApp

It's easy to add people to your WorkApp in the builder....

Publish your WorkApp

Once an app is published it's made available automatically on both desktop and on Smartsheet mobile app....

Transfer ownership of a WorkApp

Go to the WorkApps home page (https://workapps.smartsheet.com/). On the Owned by me tab, open the WorkApp you want to transfer....

Transfer ownership of a WorkApp

Go to the WorkApps home page (https://workapps.smartsheet.com/). On the Owned by me tab, open the WorkApp you want to transfer....

Interact with WorkApps from mobile

You must have a Smartsheet Advance plan or Smartsheet Advanced Work Management to create and edit WorkApps....

Interact with WorkApps from mobile

You must have a Smartsheet Advance plan or Smartsheet Advanced Work Management to create and edit WorkApps....

WorkApps FAQ

If you can access WorkApps, you can create and edit them....

Troubleshoot WorkApps

Error message  ResolutionImage too largeUpload an image smaller than 30 MBTheme image typeUpload an image that is a PNG, JPG, or GIFService downW...

Troubleshoot WorkApps

Error message  ResolutionImage too largeUpload an image smaller than 30 MBTheme image typeUpload an image that is a PNG, JPG, or GIFService downW...

WorkApps FAQ

If you can access WorkApps, you can create and edit them....