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How to Approve an Approvals Package
How to Approve an Approvals Package
Updated over a week ago

In the inbox, a thumbs up icon will indicate that you have an approvals package.

The thumbs icon is the only indicator that this is an approvals package, until you open the first file.

When you open a status package at the package level, 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.

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.


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