Enable markup for approval items

Owners of approvals can choose whether to enable markup for attachments. Approvers user markup to leave review comments directly on the attachment. If markup is enabled for an attachment, and HCL® Marketing Operations supports markup for the file type, anyone who can view the attachment can make comments.

Approval owners enable markup on attachments in two ways.

  • When an owner adds an item to an approval process, the system prompts the owner to enable markup for the PDF.
  • For an existing approval process, each approval item has Enable/Disable Markup links. Click the link to turn on markup.

To allow users to add comments, choose Enable Markup when prompted.