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  2. Approval routing

How do you add a reviewer to approval routing?

You can send any version of an asset (or multiple assets) through an approval workflow to the reviewers you choose.

To add a reviewer to approval routing:

1. To route an asset for approval, select the version you’d like to send and open it in the Media Viewer. If you’d like to route multiple assets at once, simply check the box in the top-left corner of each asset thumbnail within the project.

2. Next, select on the approval routing icon in the top right corner of the Media Viewer screen.

2. Open the approval routing builder

3. Start typing the email address of the person you would like to review the asset into the “Stage reviewers” form field. Any reviewers you’ve shared with previously will appear in a list. If a reviewer’s email doesn’t appear, simply add their email and press enter.


4. Once you select a reviewer, they will appear in the reviewer list where you have the option to select their approval permissions. Approval permissions are set per reviewer. "Comment," "Approve" and "Download" permissions will be selected by default, but you have the ability turn on or off any permissions per reviewer.

Permissions include the following:
  • Comment: Reviewer has ability to leave comments on a creative asset
  • Approve: Reviewer has ability to leave a decision on a creative asset. Decisions include: Approved, Not Approved, Approved with Feedback
  • Upload: Reviewer has the ability to upload new versions of an asset to an approval workflow while it is in-progress. 
  • Manage: Grants the reviewer full control over approval routing for the asset. Reviewers with this permission can view and manage all aspects of the routing process—including adding or removing reviewers, managing priority comments, and more. Approval routing managers can assign this permission to other team members to share workflow ownership.
  • Priority: Reviewer comments are considered high priority and a fire emoji 🔥 appears next to any comments they leave in the Media Viewer. Only the internal team can view comments marked as priority. There is also an option to sort comments by priority within the Media Viewer.

Note: Only the person who originally routed the asset for approval, and those with approval routing "manage" permission, can see priority comments. Otherwise, priority comments are hidden to all other users and reviewers.

  • Download: Reviewer will be able to download the creative asset shared with them to review.
  • View Only: Anytime a reviewer is added to an approval routing, they have view permission. If you'd like to intentionally restrict a reviewers access to view-only, uncheck and toggle off all permissions.

5. Once all reviewers are added to a stage, choose whether you would like to create additional stages. If yes, repeat the same steps above.

6. Once all stages are set-up, press "Route" to route the asset through approvals.

Note: The asset will be routed in sequence of stages, meaning it will start with stage 1, progress to stage 2 (once stage 1 is complete) and so on. You can track the status of all approvals and reviewers in the Projects —> Approvals tab.

 

Learn more about how to track approval routing status in this Help Center article.