Document Approval

Approvers, sequential workflow, approval and rejection.

Last updated 20 days ago

Open the document card and select Document Approvers. Click Add Approver, select Staff, and save. If the document requires approval according to a specific procedure, enable Sequential signing/approval on the form before starting and arrange the approvers in the required order.

Review the final document content, then click Start Approval. In sequential mode, the first approver receives the request first, and the next one is included after the first has made a decision. In parallel mode, requests can be sent to all approvers simultaneously.

An approver can approve or reject the document. When rejecting, a comment must be entered so the drafter knows what needs correction. Monitor the overall approval status and the status of each individual approver on the card.

If you edit the document after approval, the approval process may be reset. This ensures that the decision applies to the current version. After revising the content, check the list of approvers and start the process again.

Approval is intended for internal decision-making. If a file signed in accordance with legal or organizational requirements is needed, use the electronic signing workflow after the approval process is complete.

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