Create a document approval revision rule

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Create a document approval revision rule for the document review and approval process.

    始める前に

    Role required: platform_document_management_admin or admin

    手順

    1. Navigate to All > Documents > Approval and Revision Rules.
    2. On the form, fill in the fields.
      表 : 1. Approval revision rule form
      Field Description
      Name A unique identifier for the approval rule.
      Description A short description of the approval rule.
      Document Conditions A condition builder that determines which documents use this approval rule.
      Active Activates the rule.
    3. Select Submit.