There are three typical situations where a Producer will upload a file to an approval workflow:
When a new Approval Process is created by a Manager they can either upload the file(s) to the approval workflow themselves, or they can rely on a designated Producer to do this.
When a Manager routes an in-process review workflow back to the production stage for the express purpose of having the Producer upload a new version of the proof
When a Producer is asked to upload a new version of a file to the currently active stage of a proof review workflow.
Procedures Uploading Files to an Approval Process
In the Production Worklist, click Upload on the approval workflow you want to upload a file for. The File Upload window will open. The File Upload window as it appears for a new proof. Up you are uploading a new version of an existing proof, some information will already be filled out.
Click Choose File to browse to and select a file to upload. Fill out the remaining fields as needed:
Name: Will default to the file name when uploaded, but can be set independently.
Comments: These comments will be viewable
Production Completed Checkbox: Determines whether or not the production stage will be completed when finished uploading files. (This option not available when uploading new versions in stages other than Production.)
Add Another File: Use to add multiple files to the review workflow.
Click Update. The File Upload window will close. If the Production Completed checkbox was checked, one of two things will happen at this point:
The stage will be marked as complete and the workflow will remain on hold until a manager routes the proof to the next (or some other) stage.
The stage will be marked as complete, and, depending on the proof auto-routing rules specified for the stage, the next stage in the approval workflow will activate.
If uploading a PDF for review and there is a chance that Adobe Reader will be used by any reviewers, it is imperitive that the PDF is saved in Acrobat Professional with the "Enable for Commenting and Analysis in Adobe Reader" option enabled before it is uploaded.
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