ONLY PERFORM ASSIGNMENTS IN SANDBOX
- Create a document called Lesson 3 Document - [your last name] in the document category that you created in Lesson #2. Fill out all required fields.
- Lesson 3 Document - Lawrence
- Select "Launch Approval Workflow"
- Select yourself as the workflow step approver
- Note: you are currently logged into your Sandbox with your primary email address to complete this assignment. Please select your primary email address instead of your "training+[your first name-your last name]@zenqms.com" address for the approver. If you select the training email address, you will not see a signature assigned to you in your Dashboard. That is a different user than the one you are logged in with.
- Approve the document by signing to complete the workflow
- Navigate to your Dashboard to complete the category workflow signature.
- For your created document, launch the review process and select that the item must be updated
- For the new draft, upload a new revision and complete the required fields, don’t launch the approval workflow
- For your created draft (from Reviewing Documents), launch the draft review process and add the user that you created in Lesson #1 as the reviewer