Document approvals? Does anybody use this?

Question

We've only up until now used Proof Approvals, but now have a need to approve some Excel spreadsheets. It seems rather simple to add an Approver to the document, but nobody is getting any notification that the approval was requested. I checked the universal Email settings and it is checked to receive notifications for document approvals but no dice. Also, it doesn't let you add a message with the approvals so that the recipient can know what it is they are looking at.

Does anybody else use this? Does it work? How do you manage the approvals process for documents?

SarahNa · Accepted Answer

Hey Jill,

Did you also go into your user settings and ensure that the document approval setting is enabled?

We do use these, not as robust as proof, and harder to manage since there isn't a flow to report on. We don't use them a lot so we don't have a great way to 'manage' them. However, I do know that you can provide a message if you go to the updates tab of the document and click the ask for approval checkbox:

Anyone else have a good way to manage document approvals?

Heather_Kulbacki · Answer

Just curious why you're moving away from Proof Approvals for Excel?

We did initially have some issues with Excel -- Proof would break up the Excel pages so they weren't very read-able. But we discovered that ProofHQ essentially "prints" your file to create the proof, so wherever your page breaks are in Excel is how Proof will break up the pages for review. Once we re-set our Print Area within Excel to capture how we wanted the proof to look, we were fine using Proof Approvals.

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