Viewing the Status of an Approval from the Project
Once your deliverable has been sent for approval, each of your nominated approvers will see an email prompting them to review and add comments to the work.
To view the status of all work pending feedback, head into your project. Any work pending feedback is illustrated by the Orange Pending icon . It's also shown in the approvals section of a project as an orange bar.
You can view more information on a project's approvals by clicking the Blue arrow on the right hand side of the approvals section. From the resulting page, click the i icon next to the item you'd like to review.
Viewing the Status of an Approval from a Deliverable
You can also access the same page from a deliverable. Click into the deliverable and scroll down to the approvals section for the specific file. Click View Info to bypass the above steps.
Managing Approval Feedback
From this screen, you can see the different people that an item has been sent to. You can also see the status of each item, illustrated by coloured red , orange or green icons. A blue icon will show when people have looked at and seen (but may not have necessarily actioned) an item.
From this screen, you may also:
- Upload a new revision of the file
- Download the existing version of the file you’re looking at
- View submission details by clicking the next to the heading that says Submission Details
- Remind users that they need to respond to your artwork approval request
- Edit approvers in the workflow
- Edit an approval deadline in the workflow
- Recall an approval request if you've made a mistake
- Act on behalf of other users to approve or reject an item.
Viewing the Status of Approvals in Bulk
And where you're managing dozens of approvals across multiple projects, it may be handy to see where each item of work is in its workflow. For an easy, pain-free way to check out the progress of all approvals, head to the Approvals menu option and click into the Sent tab.
This view shows you all files that you've previously submitted for approval. We also recommend using a filter to show only Pending requests.
Likewise, you may opt to use the same filter to show any approved or changes options, so that you can download any feedback reports for those files in bulk.
Click a row to view the workflow and feedback report for each individual file.