Create a document approval revision rule

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create a document approval revision rule for the document review and approval process.

    Before you begin

    Role required: platform_document_management_admin or admin

    Procedure

    1. Navigate to All > Documents > Approval and Revision Rules.
    2. On the form, fill in the fields.
      Table 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.