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Speaking of my documents...

My Documents shows documents posted by the user that are currently awaiting approval. Therefore, the publishing user can monitor and control all of his/her documents pending approval.


Access my documents

01. From the main menu, click Task Central.

02. Click on the My Documents tab.


View details of the document

01. Go to my documents, as displayed in the Access my documents item.

02. Click the document from the list.

03. In document view, when clicking the Document actions option (in the upper right corner), you can view various document information.

View Properties
The document properties screen displays document data, such as:

  • Properties such as description, author and creation date, among other information;
  • Version/Review Approval History;
  • Document Version Specification;
  • Document Access Specification;
  • Related Document List;
  • Document Relationships.

Click here for more information on viewing document properties.

View Document
Displays the preview of the document, in a yet-to-be-approved version.

Social Information
The social information screen shows information such as comments in the document, users that support the document, and sharing status. Click here for more details on social information.


Cancel document approval

01. Go to my documents, as displayed in the Access my documents item.

02. Click the More actions icon, represented by horizontal bars, for the document whose approval you wish to cancel.

03. Click Cancel.

The following confirmation message will be displayed: “Do you want to cancel the document approval and delete the version/review permanently?”

  • If Yes is selected, the document will be deleted from the Task Center for both the user who created the document and the approvers.

  • If No is selected, the document remains available to be viewed by the author and approved by approvers.



Attention!

This documentation is valid from update 1.6.4 on. If you use an earlier version, it may contain information different from what you see in your platform.