Approval Workflows - Adobe 22002420 - Acrobat Standard - PC User Manual

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 Acrobat (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 for 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).
Send a PDF for approval
When you send a PDF by email for approval (Traditional Chinese, Simplified Chinese, Japanese, and Korean only),
approvers receive the PDF as an email attachment. When recipients open the PDF attachment, they can apply a
digital identity stamp from the Stamps palette and then make the appropriate selection in the document message bar.
To send a PDF for approval, use the wizard in Acrobat. The wizard provides on-screen instructions to help you invite
approvers, customize instructions, and send the PDF.
Before you initiate an approval workflow, make sure that your email application is configured to work with Acrobat.
To start an approval workflow, do one of the following:
1
• Click the Review & Comment button in the Task toolbar, and choose Send By Email For Approval.
• Choose Comments > Send By Email For Approval.
If prompted, enter your email address in the Identity Setup dialog box.
2
Click Browse (Windows) or Choose (Mac OS), select a PDF, click Open, and click Next.
3
Type the email address for the first approver in the To box.
4
5 If you want to be notified of the approval status for each participant, specify those options.
(Optional) Type additional instructions for the first approver at the top of the email message.
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