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Approving Files

Table 58. Availability

Wrike Proof

Wrike for Marketers

Wrike for Marketers Performance


Overview

All user types can be assigned as approvers for files in Wrike.

Approve files

You can access attachments for review directly from a task, folder, or project.

  1. Open a task, folder, or project with attachments.

  2. Click a file attachment (from the Files for approval section under the description field).

  3. Select Approve or Changes required. 1

approve-files-1.png

Click Undo decision if you want to reset your decision and give a new one.

Next, you'll be prompted to give a decision on the task, project, or folder (if needed). Note that you can’t approve a task, folder, or project with pending file approvals in it.

If multiple people are assigned to review the same file and:

  • Everyone has reviewed the file and all assigned users have approved the file, the overall status for that file is Approved.

  • Everyone has reviewed the file and at least one person has indicated that changes are required, the overall status for that file is Changes Required.

  • Someone hasn't provided their decision yet, the status is Pending Approval.

approve-files-2.png

Tip

Hover over the review status to see everyone's decision.

The approval status is also displayed under the file name in the upper left-hand corner of the workspace when you open the file in Proofing. Hover over the status to see the list of team members assigned as approvers, as well as their decisions.

approve-files-3.png

FAQ

What happens if I add a new version for a file that's in approval?

If you put an attachment in review and then add a new version of the attachment, assigned users automatically see the newest version of the attachment when they review the file.

When a new version of a file is added, the review process resets. All assigned users need to approve the new version (even if they already approved a previous version of the file).

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