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Printing Smart Files without Financial Information

  • August 20, 2024
  • 2 replies
  • 15 views
Cassie Celestin

Hello! I am wondering if there is a way to print the smart file without including pricing information. I have a team member who needs the detailed information included on the smart file (quantities, package information, menus, etc) but does not have privileges to the financial information. Any advice without recreating the entire document? Thank you! 

Best answer by Cassie H of Premier Ops Spot

Hey there! What I've done for my team in the past is to take a screenshot or just download that particular page from the VIEW SERVICES part of the file and then use the screenshot or paint tool to blur out the price. Then I save it as a PDF in our Google drive and often will embed it into our click up project for that particular client. If you use Click up, they have a really amazing screenshot tool you can use too! It has an edit and blur feature right on there.

 

But... This would be a really amazing feature request!!! 

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2 replies

Cassie H of Premier Ops Spot
Community Legend
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Hey there! What I've done for my team in the past is to take a screenshot or just download that particular page from the VIEW SERVICES part of the file and then use the screenshot or paint tool to blur out the price. Then I save it as a PDF in our Google drive and often will embed it into our click up project for that particular client. If you use Click up, they have a really amazing screenshot tool you can use too! It has an edit and blur feature right on there.

 

But... This would be a really amazing feature request!!! 

HB Pro | Process Optimization & Business Consulting
    Cassie Celestin

    Thank you for the idea!

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