Adobe Acrobat 8 3D - Manual (Page 199)

192 ADOBE ACROBAT 3D VERSION 8
User Guide
Send a PDF for approval
When you send a PDF by email for approval (Traditional Chinese, Simplified Chinese, Japanese, and Korean only),
approvers receive the PDF as an email attachment. When recipients open the PDF attachment, they can apply a
digital identity stamp from the Stamps palette and then make the appropriate selection in the document message bar.
To send a PDF for approval, use the wizard in Acrobat. The wizard provides on-screen instructions to help you invite
approvers, customize instructions, and send the PDF.
The wizard enables commenting in the PDF so that Adobe Reader users can participate in the approval workflow.
Before you initiate an approval workflow, make sure that your email application is configured to work with Acrobat.
1 To start an approval workflow, do one of the following:
• Click the Review & Comment button in the Task toolbar, and choose Send By Email For Approval.
• Choose Comments > Send By Email For Approval.
2 If prompted, enter your email address in the Identity Setup dialog box.
3 Click Browse (Windows) or Choose (Mac OS), select a PDF, click Open, and click Next.
4 Type the email address for the first approver in the To box.
5 If you want to enable Reader users to participate or if you want to be notified of the approval status for each partic­
ipant, specify those options.
6 (Optional) Type additional instructions for the first approver at the top of the email message.
Only the default text message and instructions are forwarded to subsequent approvers.
Note: The invitation email contains instructions to help participants complete the approval process. Avoid changing or
removing this text.
7 Click Send Invitation.
Participate in an approval workflow
If you’re invited to participate in an approval workflow, you receive an email message that provides step-by-step
instructions for approving the attached PDF. When you open the PDF, the Stamps palette and the How To window
open, and the document message bar appears at the top of the PDF. If your version of Acrobat is earlier than 7.0,
you’re prompted to download the latest version of Adobe Reader.
You can select any of the digital identity stamps in the Stamps palette to approve the document. A digital identity
stamp contains identity information that you provide, such as name, title, organization, and email address, and it can
be used in place of a signature. When you apply a stamp, it becomes part of the document’s page content. You can
delete your own stamp during the approval process; however, once the approval process is completed, your stamp is
locked. You can’t move or delete stamps from other participants.
You may also reject documents that don’t meet your standards.
In addition to adding digital stamps to a PDF, you can add other types of comments, including note comments, text
edits, custom stamps, and file attachments.