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Speaking of documents to approve...

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The Documents to Approve option presents the tasks originated in document posting. These posts require the respective user’s approval.

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Nota
titleCheck the document’s security settings!

The approving user must have reading privileges for the document to be approved; otherwise, this user may not access the document for approval.

It is important to note that document security does not require approval: if the document under approval permission is withdrawn, this rule applies immediately, blocking access to the document submitted for approval.



Access documents to approve

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01. From the main menu, click Task Central.

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03. View the documents to approve.


View details of the document under approval

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01. Go to the documents pending approval, as displayed in the Documents Access documents to approve item.

02. Click the document to be approved, from the list.

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Painel

View Properties
The document properties screen displays document data, such as:

  • Properties such as description, author and creation date, among other information;
  • Version/Review Approval History;
  • Document Version Specification;
  • Document Access Specification;
  • Related Document List;
  • Document Relationships.

Click here for more information on viewing document properties.

View Document
Displays the preview of the document, in a yet-to-be-approved version.

Social Information
The social information screen shows information such as comments in the document, users that support the document, and sharing status. Click here for more details on social information.


Approve document

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01. Go to the documents pending approval, as displayed in the Documents Access documents to approve item.

02. Click the document to be approved, from the list.

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Painel

In any step of the document approval process, the person who posted/edited the document can go to the My Documents tab, in the Task Center, and edit properties or cancel the document.

If the document is not approved, the publisher user must go to the Task Center, click the Properties option and make the necessary changes, so that the document can be resubmitted for approval.

If the publisher user has submitted the document for approval by mistake or at some point canceled the approval, this can be reversed by following the instructions from the Platform ❙ My documents item.

Informações
titleAttention!

This documentation is valid from update 1.6.4 on. If you use an earlier version, it may contain information different from what you see in your platform.

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