Approving a document

Approvers belong to a review queue and are notified by email when a document is ready for approval.

REVISÃO e APROVAÇÃO iterativas

A REVISÃO e a APROVAÇÃO de documentos são iterativas. Se uma alteração for feita depois que um grupo aprovou um documento, o sistema detectará a alteração, redefinirá o ciclo de revisão e notificará os funcionários adequados. Isso garante que cada grupo aprove o documento final. Para exibir as alterações no documento, selecione a guia Visualizador de histórico. Consulte Viewing a document's history.

Approve a document

You should receive an email with a link to the document to approve. Or you can search for the document from the left menu, Documents.

You may need to take ownership of a task on the document's Review Cycle tab before you can approve the document. See Taking or releasing ownership of a task.

Follow these steps to approve the document.

  1. Access the document. See Finding and managing documents.

  2. Select the document's Document Editor tab.

  3. Select the Preview button to review the document as it will appear when it is published.

  4. Go to the Review Cycle tab.

  5. In the lower right of the screen select Document Approved or Document Not Approved. Enter a reason. If the document is not approved, the system automatically restarts the REVISING phase and continues this iteration until all approvals are secured.

  6. Once all approvals are secured, the document moves to the PUBLISHING phase. See Publishing a document.

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