Launching a Document for Approval

After the file has been added and the metadata has been filled in, the document is ready for the approval workflow. 

Launching a Document for Approval

From the document viewer, click Launch Approval Workflow:

An approval slider box will appear on the right hand side:

1. Document Author: The author of the document is always the first required signature.
2. Approval Step: These approval steps are configured at the category level.
3. Add Another Step: Users can add additional, one time, approval step(s), if needed.
4. Launch Approval Workflows: Start the approval workflow.

Users that are selected for an approval signature will see the signature needed on their main dashboard. Based on the individual's notification settings, they can receive an email stating a signature is required. 

Once all of the signatures for approval are completed, the document will be in an approved status or an effective status, which is based on the target effective date.