Anyone who has permission to view an approval process can
add comments to attached approval items.
Before you begin
During installation, HCL®
Marketing Operations was
configured to use either Adobe™ Acrobat
markup or native Marketing Operations markup.
About this task
Note the following restrictions.
- Markup is only for latest/last version of the approval item.
- You can mark up items for an approval with a status of In progress
or On hold only.
Procedure
- Navigate to the approval that contains the item to edit.
- Click View/Add Markup next to the
item on which to add comments.
Note: If the link is unavailable,
the owner of the approval chose not to enable markup for the item.
The document opens in a browser.
- Mark up the item with either Adobe Acrobat
or the native Marketing Operations markup
tool, depending on your installation.
- If your system uses Adobe Acrobat
markup, only PDFs can be marked up. Click Review &
Comment in the Acrobat toolbar and click Note
Tool in the Commenting toolbar to start adding comments
to the PDF.
- If your system uses the native Marketing Operations markup,
use the icons and controls in the markup tool. All icons include mouse
over help. Inactive controls are gray and cannot be selected.
- Close the window that contains the marked-up item.
Results
Any member can see the marked-up item by opening the container
object and clicking View/Add Markup. Members
keep adding markups to the file this way. To view the original file
without the markups, click the link that contains the name of the
attached item instead of View/Add Markup.
