When uploading a new file, it is automatically assigned to the In Review section of a review step. This means that the file is now in review and feedback is expected from all reviewers who have been invited to the review step.

However, within the review step, there is another section called Approved. This section is used to mark files as approved in the review step.

Project collaborators can move files into the Approved section, which will indicate to participants that the review for this file is finished.

What is the difference between files in the In review or Approved section?

Files in the In review section:

Awaiting feedback

Due date is activated

✅ Shown in the My pending review list

Can be commented

Can be downloaded

Files in approved section:

Not awaiting feedback
❌ Due date is deactivated
❌ Not shown in the My pending review list
Can be commented
Can be downloaded

“➖” these are optional permissions for your reviewers, which can be defined in the review step settings for both sections.

How to move files between In review or Approved?

If files no longer require feedback, they can be moved to the Approved section by project collaborators. The following methods show you how to mark files as approved and move them to the Approved section. If these files get a new version or just need more feedback, you can always move the file back to the "In Review" section.

Drag & Drop

You can easily drag and drop files between the two sections in a review step. To do so:

  1. Grab the file you want to move with your cursor by clicking and hold the left mouse button
  2. Move to the other section on the board
  3. Release the mouse button and the file will move to that section

Move files in the project overview

  1. Locate the file you want to move in the review step
  2. Click on the three dots on the right side of the thumbnail of the file
  3. Then select mark files as approved to move the file to the Approved section


Or


Select place the file in review if you want to move the file to the In review section

Move files from the file view

  1. Select the three dots above the comment section in the file view
  2. Then select mark files as approved to move the file to the Approved section

Or

Select place the file in review if you want to move the file to the In review section

If you have any questions or comments, please feel free to reach us through the chat or email at [email protected]

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