Marking up attachments

Anyone who has permission to view an approval process can add comments to attached approval items.

During installation, IBM® Marketing Operations was configured to use either Adobe™ Acrobat markup or native Marketing Operations markup.

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.

Navigate to the approval that contains the item to edit.

Click View/Add Markup next to the item on which to add comments.

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.

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.