Send a document out for review and approval

  • 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

    • When a document is ready, send it out for review and approval. If a reviewer or approver is not identified in the document record, the document is moved directly to the publishing stage.

    始める前に

    Role required: document_management_admin

    or

    Role required: document_management_user

    手順

    1. In the Document Revisions list, right-click the revised document and select Submit Revision.
      Because you identified yourself as the reviewer, you receive an approve request email message.
    2. In the email message, click the link next to Click here to view Approval Request.
    3. オプション: View the document by clicking the attachment name under Document Revision.
    4. Click Approve.
      The Approvals page displays and lists the document you just approved.
    5. Open the document record.
    6. In the Document Revisions list, the revision you approved is now in the Ready for Publishing stage.