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Nota
titleCheck the document’s security settings!

The approving user must have reading privileges for the document to be approved; otherwise, this user may not 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It is important to note that document security does not require approval: if the document under approval permission is withdrawn, this rule applies immediately, blocking access to the document submitted for approval.


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Access documents to

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approve

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01. From the main menu, click Task Central.

02. Click on the Documents to Approve tab.

Painel

This tab is only displayed if the user has documents pending his/her approval.

03. Select the document you wish to approve. To open, click on its code.

04. To view the posted document, select View Document in the checkbox located on the upper right corner.

05. To view the properties of the posted document, select View Properties.

. View the documents to approve.


View details of the document under approval

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01. Go to the documents pending approval, as displayed in the Documents to approve item.

02. Click the document to be approved, from the list.

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

panel
Painel

View Properties

Painel

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.

06. To view social information for the posted document, select Social Information.

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.


Approve

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document

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01. Go to the documents pending approval, as displayed in the Documents to approve item.

02. Click the document to be approved, from the list.

03. In document view, click on Approve Document to approve the document.

Painel

The approval A screen is opened upon clicking the Approve Document button. If you do not want to approve the document at this moment, click the Close button instead of the Approve Document button.

02. Select Yes or No.

open for document approval, and the following fields are required:

Approve the document?
Select Yes

Painel

Select Yes to approve the document. Or No to reject document approval.

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Note
Approval justification, required only when the document is not approved.

04. Click Confirm.

Painel

In any step of the document approval process, the person who posted/edited the document can go to the My Documents tab, in the Task Center, and edit properties or cancel the document.

If the document is not approved, the publisher user must go to the Task Center, click the Properties option and make the necessary changes, so that the document can be resubmitted for approval.

If the publisher user has submitted the document for approval by mistake or at some point canceled the approval, this can be reversed by following the instructions from theView my Platform ❙ My documents item.

Informações
titleAttention!

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.

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