Make Your Decision
Written by Don
Updated over a week ago

When you are assigned to an approval activity, you will need to load the proofer in order to view, annotate, and make a decision on the proof at hand.

  • Click the 'Review' link for the Proof that you need to review. This can be found either in the ToDo Widget or the Job/Project Record Header:

  • The proofer will load with the content for review

  • The essential functions you will need to perform are to: 1) annotate the content (using the 'Annotate' toolbar) and 2) Make Your Decision

  • To make an annotation, click the 'Annotate' button to present the toolbar of annotation tools and pick one: Arrow, Box, Freehand, Comment Bubble, Text Selection (only available in PDFs), Ruler, or Color Picker. From there, all you need to do is click/drag/release on the content to place your annotation (and enter a supporting comment in the sidebar)

  • Finally, click 'Save' to log the annotation (or Cancel if you wish to revert)

  • Once you have entered all of your annotations, click the 'Make Your Decision' button and select one of the available options (Approve, Reject, Approve With Changes). Please note: the options presented to you may be limited by your specific configuration

  • You will know you choice was successfully logged when you see it here:

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