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Approval by document is only possible when this document is posted to a folder that does not have approval. In this case, the criteria are defined when the document is created.
Access approval configuration
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01. Click the Documents menu.
02. Find the folder or document whose approval has to be configured.
03. Click the 
More actions button for the folder or document and select the Properties option.
04. Click the Approval tab.
Inherit approvers from the parent folder
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This option is only available for subfolders created within folders where approval is configured.
01. Go to the Approval tab as shown in the Define approval criteria for folder or document contents item.
02. Check the Inherit approvers from parent option.
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If the Inherit approvers from parent option is checked, the subfolders inherit the approval levels and their respective approvers from the parent folder. This option does not allow any additional approval configuration. If this option is not checked, once a document is published within the subfolder, it respects the approval defined specifically for the child folder, not for the parent folder | ||
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The approving user must have at least reading permission for the document to be approved, otherwise the user will not be able to access the document for approval. It is important to note that document security does not require approval: if the document under approval permission is withdrawn, this rule applies immediately, blocking access to the document submitted for approval. |
Define approval criteria for folder or document
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You can also use the feature for approval in levels, that is, the posting of a folder or document can be configured to go through several approval levels.
01. Go to the Approval tab as shown in the Define approval criteria for folder or document contents item.
02. In the Add level field, enter a description for the approval level that will be assigned to the folder or document.
0203. Click on Add level.
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Clicking on this option opens an area in which you can define which users can approve the documents posted in this folder. |
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04. Define the users or groups to be part of the approval level.
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Click on Collaborator to add a user as approver of the folder or document |
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. In the window that opens, select |
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the user who will be defined as an approver of the folder or document and click on Select. |
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Click on Group to add a user group as approver of the folder or document. |
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In the window that opens, select |
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the user group that will be defined as an approver of the folder or document and click on Select. | |||||
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You can view the group users by clicking on Display users in the window that opens. To delete a user or user group that is already added, just select it and click on Delete.
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0507. Define the other information for the approval level added.
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Approval Condition This level requires a digital signature |
08. Enter the description of the second approval level in Add level and click on Add level, if desired. Otherwise, the definition of the approval criteria for the folder or the document is complete.
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This option is only available if the Digital signature feature is configured for this company. |
06. After making the necessary changes to the properties of the folder or document, click Confirm to save the changes.
Remove approval level
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Before removing the approval level, approve all documents that are pending approval.
01. Go to the Approval tab as shown in the Define approval criteria for folder or document contents item.
02. Click the tab for the approval level to be removed.
03. Click the Remove level button, located
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next to Add level.
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This documentation is valid as of the Liquid (1.6.5) update. If you use a previous update, it may contain information different from what you see on your platform. |
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