Applying Markup to a Batch of Items
Sometimes items may be sent for approval as a batch. Batches usually consist of one or more similar items that are loaded into the system at the same time. These items are usually quite similar in their design, and may have minute differences such as size, orientation, etc. Batching items can save time, because you can apply your feedback in bulk on these items too. When you receive items as a batch, you’ll notice slight differences on your approval request screen. These subtle differences include:
- the ability to toggle between items in your batch;
- the ability to batch apply comments across items;
- batch approve items under the approve button; and
- batch reject items under the changes button;
You can access your batch approvals from your Recent Activity, from the Approvals menu or from your emails.
Once you have accessed your approval request, you can review all the items in a batch one-by-one or in a group.
Items sent to you as a batch also have the added functionality of the toggle. You can use the arrows at the top right hand side of your screen to toggle between the different items that have been sent to you as a batch.
Or you can click the batch button to view a summary of the items altogether.
Applying markup to a batch of approval requests
Sometimes you may need to highlight issues that affect more than one of the items in a batch. Rather than making the changes one by one, you can add mark-up to a batch of approval requests instead.
Start by adding your feedback to one of the items using the mark-up tools. Once you’ve made a comment on one item, it will show on the side panel on the right hand side of the page. To apply this comment to multiple approvals, click the Batch Response button. It’s found on the comment you just made.
Then you’ll be prompted to select the item(s) in the batch that you would like to apply the comments to. Use the checkboxes to make your selections. Once you’ve made your selections, click Apply to Batch.
Whenever a comment is applied to a batch, you'll see a message that indicates the comment has been made across multiple items. You can click the Spectacles icon to review where your batched comment was made.
Viewing a Batch Comment in Context
You may want to preview your batched comments in context for each item. To do so, use the arrows to locate your item in the batch. The markup will be shown on the right hand side of your screen under the Approval Info tab.
Approve or Request Changes on a Batch of Items
Once you're ready to submit your comments, you can click Approve or Request Changes. When items are sent to you as a batch, a new window will pop up.
Each of the items that had feedback added will be pre-selected. You’ll also see a message which prompts you to select which items your final decision applies to. You can select all or some of the items within this batch at this point.
- To apply your decision to the current approval you were reviewing only, click Only this Item.
- To apply your decision to all items in the batch, click the Other items in batch button and select your options using the checkboxes next to each thumbnail image.
You may also uncheck any of the boxes for items you’re not ready to submit your feedback for. Once you have selected the correct items, click the Submit button.
Batch Approving Items in an Approval
You can also preview all items in a batch, approving them from a handy summary screen. Head to the Batch button at the top right hand corner of your screen to get started.
Admation will show you a list of all the items that were sent to you in this batch. From this screen, you can use the checkboxes to select the item(s) you would like to approve or request changes on.
Then click Batch Approve or Batch Changes.
When you have sent your submission, the Approve and Changes button will be greyed out on your screen, indicating that no further action is required. You will also see the status of each of your assets on the resulting screen.
Click Exit to leave this screen once you're ready.