- All right, if you want to use a spreadsheet
and you want to use the functionality
where you or someone that you're sharing it with,
can actually just put files into the spreadsheet.
We're going to show you a solution to do
that right now, but first we'll start out
by showing you what you currently can't do,
so we're going to use Google Sheets in this example.
It'd be similar with Excel, where, let's take this PDF,
and I just wanted to put it into a cell or drag it in.
And it doesn't go in, so this is Google Chrome
just showing me the PDF, but it's not in this spreadsheet
so let's close that tab out.
And we'll go back to Google Sheets,
you can insert an image,
but that's just one type of file, right?
But you can put an image, you can put it in a cell
and it says, drag the file here.
So, we'll take this image file and we'll drag it in,
and it puts it in a cell, so that could be useful
if you just want to label something.
But if you want a more full functionality,
so if you want to use it to store and transfer files,
we're going to look at something called spreadsheet.com.
So I had this open on another tab,
and we'll walk through kind of a made up example
here to show you what you could do
with the attachment capability.
So spreadsheet.com works a little bit differently,
where you can define what each column is for.
So if we look at this column that I called File Drop
and we use this drop down and we edit the data type.
Let's tell it that this is for attachments,
so it's going to expect files,
but we won't make it strict, so you can also just
use it too put in text or to use formulas.
So we'll leave that unchecked,
and just for kicks, we'll say, Medium thumbnail size,
we'll do Update, and it automatically made the rows larger
because it's expecting to put thumbnails in here
that are a little bit bigger.
But it only did it where my table starts
so this is my table header and below it,
it made the rows bigger.
So I've made this like a request list
where this is a mortgage company and let's say you
want to refinance, get some low mortgage rates,
the mortgage company made this spreadsheet,
and so these are multi-user, your going to come in
and give them the files.
To prove your ability to pay, let's say they want some PDFs,
they want to see your bank statement and your paycheck.
Let's take the bank statement, we're just going to,
this is my Windows desktop here, we're just going
to left click, drag it in.
It uploads the file, and just shows it as a little thumbnail
so that is a PDF file, you can't put that
into Google Sheets or Excel.
But you could put that in the spreadsheet.com,
let's do the next one, but we'll do it a different way
to show you, this paper clip is just an indication
that you could do an attachment, standard icon, right?
And it will alow you to grab it from different sources
so you could just do it from a URL on the web.
Or some online storage services, I just happen
to have this one on my computer too so I'll do My Device.
And I'll grab my paycheck, you could do multiple files
at once here to queue them, before you upload it,
but let's left click and upload one file.
That's done, we'll close it out, and you'll see
both thumbnails in here, so once they're in here
you can do some basic management as well.
If you click on the three dots, you can see the files,
you could change their order, if you grab it
in the lower left hand corner.
And you could also rename them, right?
So this is my huge paycheck, I'm making the money.
All right, whatever, we'll close this out,
and what you're seeing inside the thumbnail
is actually what I wrote in the PDF
so I'd, these are really involved, the paycheck one says,
Paycheck, and that's why you're seeing that right there,
it's not really the file name.
So I could take any type of file and the next thing
we're gonna do, just as an example is
to upload a Word document, just drag and drop that here.
And we'll try a different way to insert this one,
we will just do insert image, that would be similar
to the way Sheets or Excel would do it,
and we'll grab this JPEG, and what that functionality does
and what I just learned is that that puts it
on top of the cells.
So you can do this maybe if you're trying
to put in a corporate logo and you want this
in the upper left hand corner.
But this will give you different functionality
so this really isn't the way that you would transfer files
or store files.
And you can't call these up with the formula
so we will delete that, and if we just drag it right in
to the cell, it's going to do kind of what we had
in mind there.
And as I just talked about, let's look at a way
that you can use these once they're in the spreadsheet.
So obviously, in the way that we built this out,
the other user, so I'm acting like I want a mortgage,
the mortgage provider will come in here
and just download these.
So they could just come in, left click on it,
click on the download icon here.
Or left click on it from this view
and access the file and download it.
All right, so let's say, we're the mortgage provider again,
we came in here and we want to indicate
whether or not those files are okay.
We're going to use a drop down of Status
and we'll say this ones complete, so I set those up using
a select data type, we can get into that, another video.
And this one is, this ones Incomplete,
so we didn't like that ID, if you look at that
that's really not an ID.
And we'll say that this random squirrel picture
for some reason is exactly what you wanted for the deed.
Okay, make sense?
Let's say this was a status that was set by me,
but the mortgage provider wants to indicate a status too,
so we'll say this is the Official Status.
Copy the formatting over,
let's scroll to the right
and I have a little lookup table here,
where if it's complete, it's going to show this icon
if it's incomplete, it will show this one.
So I've also uploaded these files,
so when I left click on cell J5, you can see in the formula
bar that it knows that there's an image in there.
So we could just do a vlookup, so this is a function
that exists in other spreadsheets,
we won't spend any time explaining it,
but we'll just show what it does.
We'll look up E5, we're going to use this range,
fix the range with some dollar signs.
If you want more information on the vlookup
I'll put a little link in the video for you
in the upper right hand corner.
We're going to look at the second column
which is where the icons are,
and we'll say it's false.
All right, so there's our vlookup, we'll pull that down.
And you see, you're able to lookup these file attachments
and return thumbnails of them with the formula
that you use.
If you want to see some of these other features
that we just reviewed, on your screen right now,
is a thumbnail to the next video that's going
to walk you through those, I'll see you in the next video,
thanks for watching.
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