Receiving a Document That's Been Sent for Approval or As a Message
To access a document approval request from your inbox, click on Messages then click the message containing the file or files. Click Go to Approval to review the document.
If you're accessing a document from the recent activity section of your Dashboard, you may notice that PDF files show a thumbnail preview of the work to approve, whilst Word Documents do not. Click onto the item(s) to review the file(s).
Reviewing Documents Sent for Approval
If your item is in a PDF format, it will render in admation. You will have a range of tools available to you to make annotations on and approve the work, as you would when reviewing a normal piece of work that's sent for approval.
If your item is in a Word Document format, it will not render in admation and you will not have the same range of tools available to you. You will need to click the download icon in the bottom left corner of the screen to download, review and make changes on the work where required.
Once done, save your updated document. You can Attach Files to re-append the file where needed. You can also add a General Comment about the work if you need to.
Click Approve or Changes once you're ready to submit your feedback.
Receiving Documents Sent as a Message
When a document is sent to you as a message attachment, you'll receive an email with a link to access it.
Click View this message in admation to access it. You can also head to Messages to access your messaging inbox, where a copy of your message is stored.
Click Download File to view a copy of the file that's been sent to you.
Note that you'll only be able to Go To Project if you're part of the project team.