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How to Use Adobe Share for Review for Editorial Workflows and Approvals
Question details
A team needs to establish an editorial workflow to upload PDFs, gather annotations from multiple reviewers, and obtain final approvals.
- Product
- Adobe Acrobat
- Device & OS
- not provided
- Scenario
- Setting up a document approval and multi-user annotation workflow for editorial reviews.
- Observed behavior
- The user is looking to verify if Adobe's tools can handle a sequential or collaborative review process with licensed approvals.
Ensure that the initiator has an active Adobe Acrobat license and a stable internet connection so that review invitations and real-time comments can sync properly.
Set Up an Adobe Share for Review Workflow
Utilize the built-in Share for Review feature in Adobe Acrobat to distribute your PDF, invite stakeholders, and centralize all editorial feedback.
The Share for Review tool consolidates all comments into a single PDF file, eliminating the need to manage multiple email attachments. It allows you to track exactly who has viewed or commented on the document.
Launch Adobe Acrobat and open the PDF document that needs to go through the editorial workflow.
Click the 'Share' icon in the top-right corner of the application window, or navigate to 'Tools' > 'Send for Review'.
Enter the email addresses of your editors, reviewers, and approvers. Add a custom message with instructions for the review process.
Click 'Send'. Adobe Document Cloud will host the file and send an email invitation containing a secure link to the reviewers.
Go to the 'Home' view in Acrobat and select 'Shared by You' to monitor the document's status, reply to comments, and manage final approvals from stakeholders.
Manage PDF Reviews and Annotations with WPS Office
WPS Office offers a comprehensive set of PDF tools that simplify editorial workflows. You can easily annotate, stamp, and share documents with your team, making it a highly efficient alternative for document approvals.
- 1. Open the document in WPS PDF: Launch WPS Office and open your PDF file using the built-in PDF reader and editor.
- 2. Add annotations and stamps: Navigate to the 'Comment' tab to utilize text boxes, highlights, and custom approval stamps for editorial feedback.
- 3. Share with reviewers: Click the 'Share' button in the upper right corner to create a secure, shareable link or to send the file directly via email.
- 4. Consolidate feedback: Receive the reviewed documents and easily navigate through the integrated comments to finalize your approval workflow.
Frequently Asked Questions
Do reviewers need a paid Adobe subscription to add comments?
No, reviewers invited via a Share for Review link can view and add comments to the PDF using the free Adobe Acrobat Reader or simply through a web browser.
Can I set a deadline for the PDF editorial review?
Yes. When setting up the review in Adobe Acrobat, you can access the settings (gear icon) before sending the invitation to establish a specific deadline for comments and approvals.
How do I revoke access to a shared PDF document once the review is complete?
Go to the 'Home' tab, select 'Shared by You', right-click the specific document, and choose 'Unshare' or 'Remove' to immediately revoke access for all reviewers.
