Approving and unapproving documents

Documents must be in an "Approved" state in order to be visible to directors, even when a book has been published. Documents can be switched between "Approved" and "Unapproved" as needed, and are set to "Unapproved" by default when initially added to the book.

  1. To approve a document, select its Approve button.

  2. To quickly approve all documents in a book, select the More options icon to the far-right side of the book title.

  3. Select Approve all documents.

  4. To revert a document to a hidden status, select the More options icon at the far right of a document's row.

  5. Select Unapprove. The document is hidden to all directors, even if the book has been published.

  6. To revert all documents to unapproved status, select Unapprove all documents from the book menu.

  7. To permanently remove a document from the book, select Delete from its document menu.