Approving a document

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

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

You must take ownership of a task on the document's Review Cycle tab before you can approve the document. For more information, see Taking or releasing ownership of a task.

Follow these steps to approve a document:

  1. Navigate to Finding and managing documents.

  2. Select the document's Document Editor tab.

  3. Select the Preview button to review the document.

  4. Go to the Review Cycle tab. For more information, see Document review cycle.

  5. Complete all steps under review queue before proceeding to the APPROVING phase.

  6. 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.

  7. After all approvals are secured, the document moves to the PUBLISHING phase. For more information, see Publishing a document.

修订并批准文档

修订并批准文档是一个持续的过程。如果在群组批准文档后进行了更改,系统将检测到更改,重置审核周期,并通知相关人员以修订和批准文档。这可确保每个组都已签核最终文档。

若要查看对文档所做的更改:

  1. 选择历史记录查看器选项卡。有关详细信息,请参阅Viewing a document's history