Approval Workflows - Adobe READER 8 User Manual

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ADOBE READER 8

User Guide

Approval workflows

About approval workflows

In Acrobat (Traditional Chinese, Simplified Chinese, Japanese, and Korean only), you can send PDFs as email attach-

ments for others to approve. When participants open an approval request in Reader (all languages), they can approve

the PDF by adding a digital identity stamp. Then, they can send the PDF to other approvers, or return the PDF to

the initiator and other appropriate participants. The initiator can track progress by choosing to be notified each time

the PDF is approved. The workflow ends when the last participant adds the final approval. If a PDF isn't approved,

the approval workflow must be reinitiated.

Note: To initiate an approval workflow, you must use Acrobat 7.0 or later (except Acrobat Elements). If you use Acrobat

Professional to initiate the workflow, you can invite users of Adobe Reader 7.0 or later to participate by enabling

commenting in the PDF.

Wizard sets up approval workflows (left); Stamps palette provides digital identity stamps for approving documents (right).

Participate in an approval workflow

If you're invited to participate in an approval workflow, you receive an email that provides step-by-step instructions

for approving the attached PDF. When you open the PDF, the Stamps palette and the How To window open, and the

document message bar appears at the top of the PDF. If your version of Reader is earlier than 7.0, you're prompted

to download the latest version of Adobe 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, and it can

be used in place of a signature. When you apply a stamp, it becomes part of the document's 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 may 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.

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