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Speaking
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of defining approval criteria for folder or document...
Content posted on the platform can be approved both by folders and by documents.
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Approval by document is only possible when this document is posted to a folder that does not have approval. In this case, the criteria are defined when the document is created. The content posted by the folder’s approver users will also require approval, since they can be both approvers and publishers, adding documents to the folder. This action is required to ensure greater assertiveness regarding posting and approving documents on the platform.
Access approval configuration
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01. Click the Documents menu.
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04. Click the Approval tab.
Inherit approvers from the parent folder
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This option is only available for subfolders created within folders where approval is configured.
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01. Go to the Approval tab as shown in the Define approval criteria for folder or document contents Access approval configuration item.
02. Check the Inherit approvers from parent option.
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If the Inherit approvers from parent option is checked, the subfolders inherit the approval levels and their respective approvers from the parent folder. This option does not allow any additional approval configuration. If this option is not checked, once a document is published within the subfolder, it respects the approval defined specifically for the child folder, not for the parent folder. |
Add approval level
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You can also use the feature for approval in levels, that is, the posting of a folder or document can be configured to go through several approval levels.
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01. Go to the Approval tab as shown in the Define approval criteria for folder or document contents Access approval configuration item.
02. In the Add level field, enter a description for the approval level that will be assigned to the folder or document.
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Approval Condition This level requires a digital signature |
06. After making the necessary changes to the properties of the folder or document, click Confirm to save the changes.
Remove approval level
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Before removing the approval level, approve all documents that are pending approval.
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01. Go to the Approval tab as shown in the Define approval criteria for folder or document contents Access approval configuration item.
02. Click the tab for the approval level to be removed.
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