Approvals

Once a version has been published as either a minor or major version, members can request approvals from others.

After publishing, you will see the details and a “Request Approvals” button like so:

Selecting “Request Approvals” will open a form where you can select one or more approvers:

The version will now show all requests currently pending approval. This is shown on both the draft versions and publications.

A task is created for each approval request and associated with the document:

This allows a conversation to take place around the approval, a due date to be set and keeps a clear history of all changes. An approval request can be cancelled by closing the task.

The version can be approved or rejected in the task, or using the quick action buttons in the publication details:

Once approved or rejected, the status will be displayed on both the draft and publication pages like so: