Support Center / Documents / Who can approve a document and how?

Who can approve a document and how?

A document has to be approved, so that it could be activated. People who can approve the document are specified on the document edit sreen as shown belowapprovers

When a document is created:

  1. Save & View the document if you need to make some other changes later. The document stays as a draft

  2.  Save & Send for Approval if no changes are to be made

  3. The approvers receive an email notification to approve the documentapprove document mail

  4. The approvers approve, disapprove the document, or return it to the in-process status.approve document

  5. If you open the document, you can see who approved it and whose document is pendingapprovers II

  6. Once the document is approved by all the approvers, its status changes to Approved and the document becomes Active

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