Adding Markup in the Approval Process

Introduction

 

How to add markup to a revision review.

Pending Revision

If a revision is awaiting approval, as part of the approval process project owners can upload a single markup file to provide richer feedback.

If multiple individuals have been assigned to review a revision then they may both upload markup individually as part of their review.

If you have already uploaded markup to the revision outside of the review process, any additional markup uploaded will overwrite the original file.

Approval Tab

To add a markup to a revision, first select the Revision you are looking to review and click the Approval tab.

Approve or Reject

 

Once there, click either Approve or Reject to review the revision pending review.

 

Add Markup/Comments

In the Approval tab, click the Markup/Comments button and browse your local file storage for the file you are looking to upload as markup. Once uploaded you will see the file appear in a Markup table.

 

Approve or Reject

Once the file is uploaded and you can click either Approve or Reject to complete the review.

View the Markup file

Once the review is complete, when viewing the revision in the Record table you will now see an indication to show that the revision has markup attached. To view the markup click the blue markup icon, this will open the Revision information panel with the Markup table open.

To see markup in the context of a revision review, click the Reviewers tab.

 

Finished

You have now attached markup/comments to a revision during review.