Adobe 22002484 User Guide - Page 172

Participate in an approval workflow, Approve a PDF

Page 172 highlights

USING ACROBAT 9 STANDARD 167 Collaboration Participate in an approval workflow If you're invited to participate in an approval workflow, you receive an email message that provides step-by-step instructions for approving the attached PDF. When you open the PDF, the Stamps palette opens and the document message bar appears at the top of the PDF. If your version of Acrobat is earlier than 7.0, you're prompted to download the latest version of Reader. You can select any of the digital identity stamps in the Stamps palette to approve the document. A digital identity stamp contains identity information that you provide, such as name, title, organization, and email address. You can use an identity stamp in place of a signature. When you apply a stamp, it becomes part of the document page content. You can delete your own stamp during the approval process; however, once the approval process is completed, your stamp is locked. You can't move or delete stamps from other participants. You can also reject documents that don't meet your standards. In addition to adding digital stamps to a PDF, you can add other types of comments, including note comments, text edits, custom stamps, and file attachments. More Help topics "Create a custom stamp" on page 155 "Commenting and markup tools overview" on page 146 "Select an email application for reviews" on page 137 Approve a PDF 1 Open the PDF attachment in the approval invitation email message. Note: If you haven't added identity information to the stamp, you're prompted to do so. 2 Select a stamp from the Stamps palette. (To view all stamps, scroll or drag a corner to resize the window.) 3 Click the document to apply your approval stamp. Note: To delete a digital identity stamp that you've applied, select it and press Delete. If you select Print, Save A Copy, or Email during the approval process, you can't delete your stamp. 4 Do one of the following: • To send the document to the next approver, click the Approve button in the document message bar. In the Send To Next Approver dialog box, type the email address for the next approver in the To box, add addresses for other recipients as appropriate, and click Send. • To complete the approval process, click the Final Approval button in the document message bar. In the Complete Final Approval dialog box, specify whether to send an approval notification from the Final Approval Method menu. If you send a notification, type an email address in the To box, add addresses for other recipients as appropriate, and click Send. If you don't send a notification, click Complete. If the Notify Initiator Of Approval Status Via Email option is selected, a separate email notification appears, addressed to the initiator. Click Send to send this notification. Last updated 9/30/2011

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167
USING ACROBAT 9 STANDARD
Collaboration
Last updated
9
/30/2011
Participate in an approval workflow
If you’re invited to participate in an approval workflow, you receive an email message that provides step-by-step
instructions for approving the attached PDF. When you open the PDF, the Stamps palette opens and the document
message bar appears at the top of the PDF. If your version of Acrobat is earlier than 7.0, you’re prompted to download
the latest version of Reader.
You can select any of the digital identity stamps in the Stamps palette to approve the document. A digital identity
stamp contains identity information that you provide, such as name, title, organization, and email address. You can
use an identity stamp in place of a signature. When you apply a stamp, it becomes part of the document page content.
You can delete your own stamp during the approval process; however, once the approval process is completed, your
stamp is locked. You can’t move or delete stamps from other participants.
You can also reject documents that don’t meet your standards.
In addition to adding digital stamps to a PDF, you can add other types of comments, including note comments, text
edits, custom stamps, and file attachments.
More Help topics
Create a custom stamp
” on page
155
Commenting and markup tools overview
” on page
146
Select an email application for reviews
” on page
137
Approve a PDF
1
Open the PDF attachment in the approval invitation email message.
Note:
If you haven’t added identity information to the stamp, you’re prompted to do so.
2
Select a stamp from the Stamps palette. (To view all stamps, scroll or drag a corner to resize the window.)
3
Click the document to apply your approval stamp.
Note:
To delete a digital identity stamp that you’ve applied, select it and press Delete. If you select Print, Save A Copy, or
Email during the approval process, you can’t delete your stamp.
4
Do one of the following:
To send the document to the next approver, click the Approve button in the document message bar. In the Send
To Next Approver dialog box, type the email address for the next approver in the To box, add addresses for other
recipients as appropriate, and click Send.
To complete the approval process, click the Final Approval button in the document message bar. In the Complete
Final Approval dialog box, specify whether to send an approval notification from the Final Approval Method menu.
If you send a notification, type an email address in the To box, add addresses for other recipients as appropriate,
and click Send. If you don’t send a notification, click Complete.
If the Notify Initiator Of Approval Status Via Email option is selected, a separate email notification appears, addressed
to the initiator. Click Send to send this notification.