TABLE OF CONTENTS


Review + Approval


Reviews

Include Returned Toggle

Toggle the Include Returned off and your Returned reviews will be hidden on the My Reviews page. This can be helpful when you have a lot of returned Reviews and would only like to see your TO DO and IN REVIEW BY OTHERS.




View and change pages within this Proof

The expandable left panel Page Navigator shows all creative assets in the Proof and allows you to navigate to other pages by clicking on the corresponding thumbnail. If an asset has multiple pages, the thumbnail can be expanded to show all pages of the asset and their approval statuses. The Comment icon shows whether Reviewers have made comments on an asset and displays the total number of comments.


You can also navigate through the Proof by selecting the bottom navigation. The outer arrows will control moving from asset to asset. The inner arrows will control moving between pages within a multi-page asset.





Start a conversation

The General Comment Tool adds comments without an associated annotation.




Approval Status

Before you can submit your Review and complete the Review process, an approval status is required for each page, such as Approved As Is or Change and Resubmit. You can set the approval status by selecting the drop down menu on the bottom right corner of the screen, below the collaboration panel. 




Your feedback isn't submitted back to the Creative team until you set an approval status on every page of the asset and click SUBMIT.



Before selecting a status, you can:

  • Apply to Current Page: Updates only the page you are viewing in the current asset.
  • Apply to Current Asset: Updates all pages in the current asset, not across the entire Review.
  • Apply to All Assets: Updates all assets and pages across the entire Review.



After applying an approval status to all assets in the proof, the Exit button will update to Submit so that you can submit your Review. To proceed, click Submit at the bottom right of the page.




Confirm your review submission by selecting Submit in the pop-up modal.





Requests


Searching For Specific Requests 

Enter a keyword in the Search field to find a request relating to that term.  The Search field on the Request page will only search through the Requests this view has access to. The global search bar in your side panel searches everything in your system that you have access to. 




Request Details Page

Once you submit your Request, you will be taken to the Request Details page.  There are a few things to note on this page.


Members

This list contains the Team Members that you can collaborate with during your Requests acceptance or working Project stages.


This list may differ from the Team Members directly working on your Project.



Comments

You can start collaborating with the Request Members by @mentioning them to start a conversation. If the Request Sharing feature is enabled, you will be able to collaborate with other members in your organization.  



@mentioning someone in a Request comment will send them a notification letting them know they have been added to the conversation.



Modify Request

After your Request is submitted, you are able to modify the Request by clicking on Modify Request. You will be able to modify the information you input on the form up until your Request has been Accepted. Once your Request has been accepted, you will no longer be able to modify it. However, continued collaboration on Requests can occur in the Request Comments section or through a Change Request.




Personal Preferences & Notifications


Preferences

In your Personal Settings there is a My Profile tab, you will be able to set your Time zone for Emails and Exports. Notifications default to your PCs time zone but can be changed as needed. This will ensure you get notifications based on the time zone you are in.




Notifications

In your Personal Settings, there is a Notifications tab, you'll be able to set notification preferences for both IN-APP and EMAIL.  At the bottom of the menu, under Additional Preferences, you can set your notification frequency. Changing your digest option will batch your notifications together and send them according to the option selected. 


  • Immediately - individual email, sent immediately
  • 15 minutes - batched emails, sent in 15 minute intervals based on the time it was set
  • Hourly - batched emails sent in hourly intervals based on the time it was set
  • Daily - batched emails sent every morning at 9am
  • Weekly - batched emails sent every Monday morning at 9am



Below is an example of a digest notification. You will be able to navigate directly from the email to the notification you'd like to address first.