Send a document out for review and approval

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: document_management_admin

    or

    Role required: document_management_user

    Procedure

    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. Optional: 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.