Newcourse Communications

Several buttons are used throughout Job Processing to help you review files and track decisions. ​

Use View PDF to open and review a specific PDF sample or production record. ​

Use Bulk PDF to review multiple PDF samples or records together. ​

Use Comments to view approval and rejection history, including who took action and when. ​

Review the PDF before approving or rejecting, and use clear comments when an action requires explanation.

Understand the common review buttons used across Sample Files and Production Files.

How to use View PDF, Bulk PDF, and Comments

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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How to use View PDF, Bulk PDF, and Comments

Overview

View PDF

Bulk PDF

Comments

Best practice