Looking for advice for best means for going about the following Approvals Scenario:
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Existing Item on Board (have IDs)Have Item on Board. This was retrieved thru API
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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.
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Let Customer Click to Approve or Request Revisions to Artwork and make comments/markup changes to PDF.
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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!
