Create an approval for a BoardEffect library file
You can create an approval, which enables users to review and vote on a document before you add it to a Meeting Book.
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On the main navigation menu, select Library.
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Select the relevant workroom.
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Select a folder name to view its files.
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Select the More options icon
for the file and select Approvals from the menu. -
Update the Question field if needed.
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To allow users to add comments, enable Allow comments.
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To require users to sign their name when they submit their approval, enable Require signature.
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To send an email notification when approvers submit their response for the approval, enable Notifications.
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To continue, select Next.
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To add users to the approval, select the checkbox next to their name.
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To create the approval, select Create.
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You can view an Approval icon next to files in the libraries that contain an approval.
Note
If you edit an approval, or make changes to a file that is part of an approval document, any existing signatures will be erased from the approval document. This ensures the validity and authenticity of the approval document.
