LP4: Send an asset on approval from the Assets Details Page

Send an asset on approval from the Assets Details Page in e-flow

Firstly, find which asset you would like to send on approval. You can do this by going to the Assets tab and looking at the Libraries. 

When you have found out which Library you want to choose an asset from,  select on the asset and it will load up the Asset Details Page. 

The Asset Details Page shows the preview of the asset and allows you download the asset or upload a new revision. In order to send this asset on approval click on the 3 dots and select the button 'Send on approval'. 

Once the button 'Send on approval' has been clicked,  a page will appear which allows the user to add new steps and reviewers. 

Once you are happy with the steps and the reviewers,  you can then press 'OK' and it will allow you to add any more approval steps, Advanced, Attachments and Costs. 

As a Reviewer, you will receive an email as shown below. Once received, you will need to click on 'Complete Approval'. This will then load the approval in the Online Approval Tool.

Annotations can be added to the asset and once finished,  the user can click 'Complete' and the approval session will end.  Click here to view the guide on how to use the Online Approval Tool.