Looking for advice for best means for going about the following Approvals Scenario:
Existing Item on Board (have IDs)Have Item on Board. This was retrieved thru API
Generate Email to reviewers with attached PDF or dropbox link to PDF when Status is Art Complete . This I can do thru API. Dropbox link seems best but doesn’t preview.
Let Customer Click to Approve or Request Revisions to Artwork and make comments/markup changes to PDF.
Receive PDF comments/markup saved AND UPDATE Status of item to Approved or Revisions Needed. At the moment the best method I can come up with is sending link to dropbox file which opens in acrobat as reviewer and saves comments/markups but still haven’t resolved item 3.
I’m stuck on item 3. I believe I can use Acrobat approval workflow and Dropbox to receive comments and approval/revision needed in the PDF. What I can’t sort is how to update status of item automatically. I have thought about couple of options for item 3 but looking for recommendations how to execute or an alternate solution.
Item 3 Options I came up with…
Option 1 - PDF using Acrobat Approval Process with Comments and buttons that have actions to goto a URL that will change Status to either Approved or Revisions Needed. Can I do this with Zapier or something similar to generate a clickable link to change status of item? Example : some url/id#/status and have the item update in Monday.
Option 2 - Use a 3rd Party App that simply does same . Prefer not to use Zilflow or some other complicated Web App. Something simple and cheaper. I prefer not even to go down this path.
Option 3: Is there an option of creating a board with a copy of the item pending approval and sharing it with only few columns allowing Status Change by the customer and updating the original item/file when changed?
Advice is appreciated!