Send a document version for approval

Add a single or multiple reviewers and approvers for the document approval and review.

Avant de commencer

Role required: none

For more information, see Document approval and publish process

Procédure

1. From the workspace, navigate to the required record (for example, Incident).
2. Select the documents icon from the left side panel to display the list of all document files and folders.
3. Go to the document card, select the vertical ellipse .
4. Select Send for approval to add reviewer and approver names.
5. Expand Reviewer, select New and select the reviewer name.
6. Expand Approver, select New and add the approver names and enter the approval sequence number.
7. Select the Save to save the names of the reviewers and approvers.
8. From the same the document card, select Track Versions to trigger the approval workflow.
9. Select Create a new version.
10. Select Upload attachment to attach the new version.
11. Select Save version.
12. From the same the document card, select Track Versions.
13. Select the submit icon to submit the document version for approval.
14. Once the document version is approved, select the publish icon to publish the version.
15. Select View more details to view all details for the document.