Whenever a new proof or proof version is created, the Reviewers and Approvers are automatically informed via email. In turn, Approvers receive a message when Reviewers finish their review, and the Owner receives a message when the Approver makes their decision.
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Please note: The Proofing Interface has a variety of tools to help you navigate and review. For a more details, please visit the article "The Proofing Interface - an overview". |
Open Approval Hub and select "Proofs To Review"
from the menu
on the right.
Find the proof you want to review, click the
button on the right, and select "Open Proof". Alternatively, you
can click the
link in the email you received.
Select the pen tool④
and highlight
any parts that you want to comment on
⑤. You can then use the
Comment
Panel⑥
to provide additional
details
for the proof's Owner. Click the
button
to adjust the highlight's style, making it easier
for
the
Approver and
other Reviewers to see your intent.
If there are any pre-existing comments on the proof, you can also
leave replies
or click the
button
to show that you agree with them.
To submit your review, click the "Finished" button
in
the bottom
right and select
either "Approved "
or "Changes Please
"
Open Approval Hub and select "Proofs To Review"
from the menu
on the right.
Find the proof you want to review, click the
button on the right, and select "Open Proof". Alternatively,
you
can click the
link in the email you received.
Approvers have access to all the same tools as Reviewers, allowing you to highlight sections of a page and leave comments – for more details, please see the tab "As a Reviewer".
Additionally, you should assess any existing entries in the Comment Panel⑦. To determine how to address a comment you can...
- ... click the comment to highlight the related mark on the page.
-
... check the
icon to see the number of Reviewers who have agreed with the comment.
- ... reply to the comment to ask for additional clarification.
If the feedback should be added to the proof, click the
icon
to mark it as "To-Do". To remove this status, click
the
icon.
After you have reviewed the comments, move on to the Utility Bar to make your final decision ⑧.
If any comments have been marked as "To-Do", click the "Send To-Do List" button, to compile the comments into a list of tasks for the Owner of the proof.
If all comments are unmarked or "Done", click the "Approve" button to submit your final approval.
You may also click the
icon
to lock the proof, which prevents reviewers from
adding additional comments.
When you receive the Approver's decision, you have two options:
- If the proof was approved, you should continue the project workflow outside of Approval Hub.
- If the Approver has created a To-Do list, you should open the proof from Approval Hub Dashboard or via link you received by email.
Once you have opened the proof, review the comments and take action on the recommended changes.
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Please note: It is not possible to edit assets once they have been added to a proof. Adjustments must be performed using the original files and programs. |
To keep track of which comments you have already addressed, click
the
icon
to change it into the
icon
.
Once you have performed all updates, return to Approval Hub
Dashboard, click the
button
on
the right, and select "Create New Version"
Set a new due date and add your assets back to the proof.
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Please note: Only the assets you select will be added to the new version of the proof. While Reviewers can access previous versions to see assets that were included, it is recommended to include even unchanged assets to ensure a consistent review experience. |
You may also include a new message to the Reviewers, or update the positions of Reviewers and Approvers. When you are done, click "Create New Version".