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Speaking of defining approval criteria for folder or document...

Content posted on the platform can be approved both by folders and by documents.

When defining criteria to include approvers in a folder, all posted content will undergo such approval, except if there are subfolders where the option ‘Inherit approvers from the parent folder?’ is unchecked.

Please note!

When creating a subfolder within a folder that already has approval, the subfolder will only inherit the approval setting from the parent folder if the option ‘Inherit approvers from the parent folder?’ is checked in the child folder’s properties. Thus, if a document is posted inside the subfolder, it will respect the approval set to the child folder rather than the parent folder

The content posted by the folder’s approver users will also require approval, since they can be both approvers and publishers, adding documents to the folder. This action is required to ensure greater assertiveness regarding posting and approving documents on the platform.

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.

 

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Basic path

 

01. In the Approval tab, enter a description for the approval level that will be assigned to the folder or document under Add level

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. 

02. Click on Add level

Clicking on this option opens an area in which you can define which users can approve the documents posted in this folder.

03. Click on Collaborator to add a user as approver of the folder or document.

04. In the window that opens, select the user who will be defined as an approver of the folder or document and click on Select.

05. Click on Group to add a user group as approver of the folder or document.

06. In the window that opens, select the user group that will be defined as an approver of the folder or document and click on Select.

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. 

07. Define the other information for the approval level added.

Approval Condition
Approval condition for the items posted to the folder. The available options are:
- AND: when selected, it determines that the opinions of all approvers should be considered for the object to be posted;
- OR: when selected, it determines that only one of the approvers must consent for the object to be posted;
- Single: when selected, it determines that, when there is a list of approvers, the decision by the first user will be definitive for this entire group of approvers. That is true for both approvals and rejections. The difference between “OR” and “Unique” is that, in the OR condition, everybody has to reject. If most of the approvers reject it, but the last one approves it, the document will be approved.

This level requires a digital signature
When checked, it determines that approval of 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.

You can delete a level that has been added by accessing it and clicking on Remove level, next to Add level.

 

 

Please note!

This documentation is valid as of the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.

 

 

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