Overview

In this article, you will learn how to enable Feedback and Approvals in different stages of sending and sharing files. The stages include the following:

• During Creation: this method lets you pre-configure the Feedback and Approvals settings.
  • Examples of this stage are shown below for New Send/New Share
• Updating Existing Configuration: this method lets you reconfigure permissions settings including Feedback and Approvals of existing sent/shared files.
  • Example of this stage is shown below and is applicable to both send and share features.

Enabling Feedback and Approvals for New Send

This method allows you to enable the Feedback & Approvals features when creating a new send. Configuring these settings takes effect immediately, so recipients will be able to add feedback/comments and/or approve/disapprove the attached files once they receive them.

1. In the New Send form, find the Advanced Sending Options panel and click Permissions, Feedback & Approvals.
2. This will expand the Permissions, Feedback & Approval section. In the Recipients and Quicklink columns, select the Feedback & Approval Checkboxes to allow recipients and quick link users add feedback and approve/disapprove sent files.
   • Note: the View Recipients and View Activity options are not selected by default. However, when selecting Feedback & Approvals, these options will be selected automatically. You can remove these options to exclude these features by deselecting its checkboxes.
3. After configuring the Feedback & Approvals, continue creating the New Send.

Enabling Feedback and Approvals for New Share

This method allows you to enable the Feedback & Approvals feature when initiating a new share. Configuring these settings takes effect immediately, participants will be able to add feedback/comments and/or approve/disapprove shared files once they access them.

1. In the New Share page, find the Upload Summary option and click the ... button to expand the Upload Summary panel.
2. Feedback On/Off status to open the Manage Permissions window.
3. The Manage Permissions window will appear. In this window, you can configure the participants' permissions.
4. In the Participants and Quick link columns, select the Feedback & Approvals Checkboxes to allow participants and quick link users add feedback and approve/disapprove shared files.
   • Note: the View Activity under the Participants column, View Participants and View Activity under Quick link column are not selected by default. However, when enabling Feedback & Approvals, these options will be selected automatically. You can remove these options to exclude these features by deselecting its checkboxes.
5. Click Save to apply the configuration.
6. After configuring the Feedback & Approvals, continue creating the New Share.

Enabling Feedback and Approvals for Sent/Shared Files

This method allows you to enable the Feedback & Approvals features in an existing sent/shared files. This means, even if you already sent or shared the files, you can still configure the file's permissions, feedback and approval settings.

In this example, we use the Share feature to demonstrate the process. It is important to note that this procedure is applicable to both the Send and Share features.

1. On the Sidebar Menu, click Share.You will be directed to the Share page where you can manage the shared files. 
2. Find and open the shared files that you want to update.
3. Find the Upload Summary options and click the ... button to expand the Upload Summary panel.
4. Click the Feedback On/Off status to activate the Manage Permissions window. In this window, you can define the participants' permissions.
5. In the Participants and Quick link columns, select the Feedback & Approval Checkboxes to allow participants and quick link users add feedback and approve/disapprove shared files.
   • Note: since we are using the Shared feature as an example, the View Activity under the Participants column, View Participants and View Activity under Quick link column are not selected by default. However, when enabling Feedback & Approvals, these options will be selected automatically. You can remove these options to exclude these features by deselecting its checkboxes.
6. Click Save to apply the configuration.