Once a new Approval Process has been added to the system, the Upload Files page automatically opens, allowing the Manager who created the Approval Process to immediately add files to it. While this may be convenient in many circumstances, the Manager may opt instead to click Cancel and defer uploading files to the Producer(s) assigned to the Production Stage of the process.

The Upload File page, as it appears after creating a new approval workflow.

Procedures

Uploading Files to an Approval Process as Part of Approval Process Creation

Note: This section requires that an Approval Process has been created and the Upload Files page is open.

1. Type a name for the file in the Name field of the Upload File page. If you leave this blank, the Name field will be populated with the name of the selected file.
2. Click Choose File. A file system browser window will open.
   

   Note: For commenting and annotation features to be available in Adobe Reader, PDF files uploaded for review in Approval Manager must have been saved with Acrobat Professional with the "Enable for Commenting and Analysis in Adobe Reader" option enabled prior to being uploaded in Approval Manager.

3. Browse to and select the file to upload. Click Choose/OK when done. The Finder/Windows Explorer window will close.
4. Type comments you want to attach to the file in the Comments field.
5. Select the Production Completed checkbox if you want the Production Stage to be marked as Complete when you finish adding the file. If you do not want the Production Stage to be marked as Complete, ensure that the Production Completed checkbox is NOT selected.
   
   Files for Proof Page showing a file being added
6. Optional: To add additional files, click Add Another File and repeat the previous steps.
7. Click Update when done. The Upload File page will close and the file(s) will be added to the Approval Process.

Related Topics

• Guide for Proof Managers
• Creating New Approval Processes
• Creating New Users
• Managing an In-Process Approval Process
• Managing Files for an Approval Process
• Reviewing Approval Process Histories
• Trafficking Approval Processes