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Speaking of Viewing Documents to Approve...
The Documents to Approve option presents the tasks originated in document posting. These posts require the respective user’s approval.
The approving user must have reading privileges for the document to be approved; otherwise, this user may not access the document for approval.
Approvers may not be changed or added to a folder containing approved posted documents.
Approval by levels allows a folder or document to be validated by other users or user groups. Approval is divided into levels. For example, in case of a document that requires approval by three different areas (e.g. Marketing, Sales, and Financial), the approval process may be divided into the following levels:
1st Level: Marketing
2nd Level: Sales
3rd Level: Financial
The approval process is sequential. Should any of the levels reject the document, it is returned to the publishing user for due adjustments, after which it is resubmitted through the entire approval process.
The platform follows all approval rules defined for the respective document in order to confirm document approval.
Basic Path
01. From the main menu, click Task Central.
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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. |
Approve Document
01. Click on Approve Document to approve the document.
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03. Enter a note.
04. Click Confirm.
Speaking of Viewing Documents to Approve...
The Documents to Approve option presents the tasks originated in document posting. These posts require the respective user’s approval.
The approving user must have reading privileges for the document to be approved; otherwise, this user may not access the document for approval.
Approvers may not be changed or added to a folder containing approved posted documents.
Approval by levels allows a folder or document to be validated by other users or user groups. Approval is divided into levels. For example, in case of a document that requires approval by three different areas (e.g. Marketing, Sales, and Financial), the approval process may be divided into the following levels:
1st Level: Marketing
2nd Level: Sales
3rd Level: Financial
The approval process is sequential. Should any of the levels reject the document, it is returned to the publishing user for due adjustments, after which it is resubmitted through the entire approval process.
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This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform. |
The platform follows all approval rules defined for the respective document in order to confirm document approval.
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