Approval Workflows - Adobe 62000236 Using Manual

Extended user guide
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USING ACROBAT 9 PRO EXTENDED
Collaboration

Approval workflows

About approval workflows
In Acrobat (Traditional Chinese, Simplified Chinese, Japanese, and Korean only), you can send PDFs as email
attachments 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.
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 171
"Commenting and markup tools
"Select an email application for
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.)
Click the document to apply your approval stamp.
3
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.
Do one of the following:
4
• 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.
overview" on page 163
reviews" on page 153
Last updated 9/30/2011
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