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How do I request feedback, or approvals?


Depending on your Account/Project Roles, you may, or may not be able to add resources or create/edit Reviews.  Contact your Account Administrator for more information. 

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Before starting these steps ensure you have navigated to the project and uploaded your Assets to the Project.

 Step 1

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Click the Assets tab at the top of the screen and select the asset(s) to include in the review.


 Step 2

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Click the More Options icon and select Create Review from Selected.


 Step 3

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Complete the necessary fields in the Information section, add your people in the Resources section and confirm your assets in the Assets section, then click Save.

An email notification will be sent to all Resources assigned to the Review and it will also appear on their Work Screen.  An approval review requires an Approve, or Reject response from your reviewers to complete.


Step 1

Click the Reviews tab.

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Step 2

Click the Chevron next to the Plus icon, and select the type of Review you would like to create: Feedback.

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Step 3

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Complete the necessary fields in the Information section, add your people in the Resources section and add your assets in the Assets section, then click Save.

An email notification will be sent to all Resources assigned to the Review and it will also appear on their Work Screen.  A feedback review requires your reviewers to submit a "Feedback Complete" response to indicate they are done.

Step 1

Navigate to the Resources Tab of the Project

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Add people to your project to grant them access to the assets.  Depending on their notification settings they will be informed that they have been added to this project.

They can then login and annotate and provide feedback on any assets they have permissions to see. 


 

Congratulations! 

You are now able to request feedback and responses from people on your assets!

 


 Further Reading:

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