Pin feature in demand approvals

See the following article on how to add pins to your approvals

Availability - Free Plan - Basic Plan - Pro Plan - Enterprise Plan 

Topics

Overview

The preview of approvals has a pin feature so you can mark relevant information or annotations for your approval.

To view the pins of your files in approval:

  • Access the demand.
  • Click on the Vertical menu button menu_dots_icon located next to the demand name.
  • Select Approvals.

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  • Click on the thumbnail  or name of a file in the approval process to preview it.

Resources for Pins


After accessing your preview, click on the comments button 1 to view the pin messages.
  • To add pins with observations in the preview:
    • Click on a point in the preview 2 or perform the area selection action with your mouse pressed.
    • Enter the comment in the text field 3.
  • To view messages at the corresponding position point for each pin:
    • Position the mouse cursor over the message.
  • To edit or delete a pin message:
    • Click on the vertical menu button menu_dots_icon4positioned over the message.
    • Click on edit option to edit message, or delete to delete it.
  • To mark a pin message as read:
    • Click on the check button 5 located next to the Vertical menu button menu_dots_icon of the message. 

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See also