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Making Decisions on a Proof

Understanding When You Can Make a Decision

You can make a decision on a proof when the proof contains an automated workflow and you are set as an approver with any of the following roles in one of the steps in the automated workflow:

Making a Decision on a Proof

  1. Open the proof where you want to make a decision.
  2. Click Make Decision at the top of the proof.
    proof_approve_option.png
    The Proof decision dialog box is displayed.
    proof_approve_decision.png
  3. Select from the following decisions:
    • Approved: Proof requires no change and you approve it to move to the next stage of the automated workflow.
    • Approved with changes: Proof requires some changes, but you do not need to see the revision before it moves to the next stage of the automated workflow.
    • Changes required: Proof requires changes and you need to see another revision before you approve it to move to the next stage of the automated workflow.
    • Not relevant: Proof is not relevant to you and you do not need to make a decision.
    • Custom decision: The system administrator can configure other decisions to be available that are unique to your organization.
      Custom decisions are available only on Select and Premium plans.
      For more information, see "Decisions configuration."
  4. (Conditional) The system administrator can configure the proof to display a Reasons section when any decision is made on the proof, or only when a particular decision is made. 
    Select any applicable reasons.
    For more information about how system administrators can configure decision reasons, see "Decisions configuration."
    Decision reasons are available only with Select and Premium plans.
    proof_decision_reasons.png
  5. (Optional) Select Send me an email confirmation to receive an email confirmation of your decision.
  6. Click Make Decision.

Changing Your Decision

As long as the proof is active (it is not locked or archived) you can change your decision at any time. 

  1. Open the proof where you want to change your decision.
  2. Click the decision you made at the top of the page.
    proof_approve_decision_change.png
    The Proof decision dialog box is displayed, with your current decision selected.
    proof_decision_change_dialog.png
  3. Click Remove decision beneath the decision you previously selected.
  4. Continue with "Making a Decision on a Proof."

 

 

This article last updated on 2018-03-14 18:30:14 UTC