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You can review, approve, or reject files in Smart Review or on the web UI.

Requirements:

  • To set the status of review tasks, your project role must include the View Tasks user right.
  • To set the status for approval tasks, your project role must include the Approve Tasks user right.

Smart Review

  • Reviewing

    Review - OKReview - Not OK

    a. Click Review - OK.

    b. (Optional) Type a comment in the Comment box.

    c. Click Apply.

    The Review – Not OK status is available only if it is selected by the task creator.

    a. Click Review - Not OK.


    b. (Optional) Type a comment in the Comment box.

    c. Click Apply.

  • Approving

    ApproveReject
    a. Click Approve.

    b.Select Approve or Approve With Changes.

    Note: The Approved With Changes status is available only if it is selected by the task creator.

    c. (Optional) Type a comment in the Comment box.

    d. Click Apply.

    Note: If the voting restriction option is selected for the customer, you cannot set the status to
    Approve if you have added an annotation.

    a. Click Reject.

    b. (Optional) Type a comment in the Comment box.

    c. Click Apply.

    Note: If the voting restriction option is selected for the customer, you have to add at least one annotation to
    set the status to Reject.

     

Web UI

  • Reviewing

    Review - OKReview - Not OK

    a. Click Review - OK.

    b. (Optional) Type a comment in the Comment box.

    c. Click Apply.

    The Review – not OK status is available only if it is selected by the task creator.

    a. Click Review - not OK.

    b. (Optional) Type a comment in the Comment box.

    c. Click Apply.

  • Approving

    ApproveReject
    a. Select Approve as-is or Approved with changes.

    Note: The Approved with changes status is available only if it is selected by the task creator.


    b. (Optional) Type a comment in the Comment box.

    c. Click Apply.

    Note: If the voting restriction option is selected for the customer, you cannot set the status to Approve as-is if you have added an annotation. Also, you cannot add comments when you set the status to Approve as-is.

    a. Select Not approve – correction requested.


    b. (Optional) Type a comment in the Comment box.

    c. Click Apply.

    Note: If the voting restriction option is selected for the customer, you have to add at least one annotation to set the status to Not approved - correction requested.

    .


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