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Attaching an item from Dropbox creates a public link to it that is added to Smartsheet.

The login information will be saved the next time you attach an item from Dropbox. If you have editing permissions on the file, you'll see Edit Document at the top of the file.Ī pop-up window will appear enabling you to login to Dropbox the first time you use this feature. OneDrive attachments are view-only, unless you're the owner of the file or the file has been shared to you from OneDrive. You must own the item if you want to attach it you cannot attach items you've been shared to. If you find that you're logged in to the wrong OneDrive account, click your email address in the upper-right corner and then select Switch account. The changes will be reflected in the Smartsheet attachment.įor more information, please see the related Google Drive support content.Ī pop-up window will appear enabling you to login to OneDrive the first time you use this feature. The login information will be saved the next time you attach an item from OneDrive. When you open a Google Drive attachment that has been converted to Google Docs, Google Spreadsheet or Google Slides format, you can make changes to the file directly and Google will save your changes automatically. To revoke Smartsheet's access or change the Google account you're exporting to, see Google's instructions to Remove site or app access. You’ll only need to enter this information in the first time you attach a file from Drive-it will be saved the next time you add an attachment.

If you don’t use a Google address in Smartsheet, a pop-up window will appear enabling you to login to a Google account first. If you use a Google address as your Smartsheet address, a pop-up window will appear requesting access to your Google Drive documents. NOTE: You'll need to have the appropriate permissions in these programs, as well as access to the sheet or workspace in Smartsheet. Use the information about the workflows for each service to effectively attach and access files stored by these services. The table below lists the online storages services that you can use with the Smartsheet Attachments capability. Supported Third-Party Cloud Storage Services

Comment: Open the comment for editing, click the Add Attachment icon to the right of the comment.

Row: Click the Attachments icon (in Card View, click a Card and click Add Attachment).

Sheet: To open the Attachments pane, click Attachments on the right Feature Bar.Īt the bottom of the Attachments pane, click Attach Files to Sheet.

Workspace: In the top right corner of the Workspace, click the Attachments icon.

You can make file associations at the workspace, sheet, row, or comment level. To keep track of files that are stored in another online resource (for example, Google Drive or OneDrive) and relate those files to items that you're tracking in Smartsheet, you'll use the Attachments capability.