One of the package types that users have the option of sending is an approvals package. Approvals packages can be of two types:

Thumbs up/down - which collects "votes" of whether content is approved or not.
Status packages - which receivers of the package set the Legal status, Release status or any other special status tag.

Approval packages are often used in with dailies workflows, and can be used with any other workflow that requires a quick response from either an individual or team.

Sending an Approvals Package

Creating an approvals packages is the same as any other package. Once you have assets collected make sure the following are set before sharing:

Select the Approvals Package type, denoted by the thumbs up icon
Choose either "Thumbs up/down" or any of the possible Statuses listed.
1. Thumbs Up/Down Approval: The thumbs up approval is intended for group review,
2. Statuses Approval: Select a single status type from the dropdown for approval by a single decision maker.

This example shows a thumbs up/down approval package.

Receiving an Approval's Package

When you receive an approval package you will see the thumbs up symbol next to the package name in your inbox.

Thumbs Up/ Down Approvals: Approve or Reject

The Thumbs Up/Down approval has a unique approval panel showing the number of up or down "votes" on a file, along with any comments left in the approval panel.

When an asset has not been evaluated by users yet, the assets shows no approvals in its history.

How Votes are Counted and Displayed

When the votes are all green, a green thumbs up will appear on the the file thumbnail. In list mode it appears next to the thumbnail.
However, if there is a down vote, a red thumbs down will appear on the file thumbnail not matter how many green votes it has. This is to quickly call out to the package sender that there may be a problem with the file.

Approving / Casting a Vote

When users receive an approvals package, they must open each file to add their vote. Select the thumbnail below the image or within the panel to add your vote.

Users can also add comments to their votes when they cast them. Use the Approval panel on the right to associate your comment with your vote.

Who Sees Approvals / Votes

If you received an approvals package, you'll only be able to see your approvals and no one else's.

Only the package sender can see the all the votes made by the recipients of the package.

Changing Approvals / Votes

To change a vote in the package, while you're approving other files in the package, just return to the file and select the other thumbnail. You can also edit your comment if you have one.

To change your approval or votes after marking your Approvals Complete, which notifies the package sender, please see this tutorial for more details.

Complete a Thumbs Up / Down Packages

When your are done approving files, click Complete Approvals button in the Approval Panel.

This will prompt a message popup notifying the sender you are done.

Add any comments.

Select send. Your message will appear on the package replies.

Status Approvals

In order to set status on an approval package it must have been sent as a Status Approval package, and not a Thumbs up/down Approval package.

Status Approval packages are sent to one decision maker who has the authority to sign off on files per the status. For instance:

Creative Status - you might send files to a Production Designer or Director
Release Status - this may go to Producer or Director or Post Sup
Other Statuses - statuses are customizable per environment and can be leveraged by team or company need

Statuses are tags shown in Asset Details. Each value, such as Returned for Notes shown here, can be associated with a color.

Approving a Status Package

Except for the Thumbs icon next to the package name in the Inbox, when you open a status package it looks like any other standard package.

To approve:

1. Open the first file to see your approval options.

Status approvals change the status tag of an asset. These are frequently color coded, and they are mutually exclusive.

2. Select your desired status tag.

3. Add a comment in the comment field below if you wish. It's not required.

4. Move to the next file, if there is one, and repeat

NOTE: Statuses are not required on all files. If you prefer to not choose a status, you can do so.
NOTE: It's not currently possible to bulk apply a status to files within an approval package; however, if you have Status Manager or edit capabilities, you can select groups of files in the package and edit their statuses in Asset Details.

5. When done reviewing the package and files, select Approvals Complete button

NOTE: The Approvals Complete button appears on every file in for a Status Approvals Package. Only select it when you are done reviewing the package.

Complete a Status Approval

When your are done approving files, click Complete Approvals button.

NOTE: It appears on every file and does not need to be selected after each status selection. It's there for your convenience, should you review files out of order or not need to review all of the files.