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When sharing collections with clients, you can ask certain clients (or all) to approve selected collection files. An Approval Request is an optional feature you can use to obtain more formal feedback and acceptance of the project outcome. All the people you ask for approval will have the option to approve (or reject) selected collection files.
When you share a collection with clients you can ask selected individuals for approval of collection files you choose. Approval is an optional feature and you can use it to obtain more formal acceptance of a project outcome. All the people you ask for an approval will have the option to approve (or reject) the selected collection files.
An indicator (colored dot) representing the approval status of the document will appear next to the documents that are subject to approval. The dot icon colours represent respectively:
Motifray uses a set of rules that determine whether a document is accepted by the client or rejected. Note that documents in Motifray can have more than one version. You can use document versioning when you want to track changes in a project's work based on customer comments and suggestions.
If a file has only one version and a selected person approves (or rejects) it, the file is considered approved (or rejected respectively) by that person.
If a document has more than one version, the approval of any version by the customer is considered to be the approval of the entire document (whether or not other versions are approved by the customer). In this case, the user-approved version is the final version of the document, and other versions (e.g. rejected ones) are no longer considered and do not affect the approval status of the entire document.
If you ask for a document approval from more than one customer contact, the given file / document in the collection is considered approved if all requested individuals (customer contacts) approve it.
If any customer contact who is asked for the document approval rejects it, the entire document is considered rejected, regardless of whether other individuals have approved it or not. For a file to be considered approved, it must be approved by all customer contacts who were asked to approve it.
The collection inherits the acceptance of its documents and as a whole is not subject to separate approval by the customer. The customer contact only accepts (or rejects) the collection files. The approval status of individual documents determines (rollup) the approval status of the entire collection.
If all documents for which the approval is required have been approved, the entire collection is considered Approved.
If at least one document in a collection is rejected, the entire collection is considered Rejected.
If some documents in the collection are approved, and some are still waiting for approval, the entire collection has the status of Pending (waiting for approval).
To learn more how to request the approvals from customer contacts go to the Approval Requests and Online Proofing documentation section.
