Adding Files to Approvals
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
All user types (including Collaborators and Contributors) can add files to approvals.
Note
The due date won't appear in Gantt Charts and the task won't be marked Overdue if the reviews aren't completed by the specified date.
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Open a task, folder, or project with attachments. If you don't see the file you want to add to review, click Show N more 2.
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Check the box next to all files you want to add to approval 1.
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Click Add to approval 3.
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Select the users responsible for reviewing and approving the attachments by clicking the +Add approvers 4 button on the panel that appears.
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Click Set Due Date 5 to specify what date the files should be reviewed and approved by.
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Check the Approve files only 6 box if you don’t want to start a task/folder/project approval.
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Click the Advanced settings 7 button if you need to:
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Finish this file approval automatically when all approvers give their decision. If you deselect this option, you’ll have to manually finish the approval that you created.
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Set up a status change upon completion of the file approval.
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Click Start 8.
All attachments continue to appear under the task’s description field, but now attachments are divided into:
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Files for approval section 1.
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Not for approval section (for attachments that aren’t in review) 2.
Alternatively, you can add files while creating a task, folder, or project approval.