Review media, feedback and approval versions
Feedback and approval belong to a particular file version. Uploading a new version must not imply that it has inherited an earlier approval.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Upload supported media and wait until processing reports it ready. Open the intended version.
- Add comments at the relevant time, image area or PDF page. Use replies and resolution to retain the discussion context.
- Share through the scoped review flow and inspect the approved version before delivery. Revoke an unneeded share using the available control.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.