To approve a document, follow the steps below:
Access the Tasks menu and, under the Elaboration tab, locate the pending item to approve the document.
By selecting the pending item, the screen to view the drafted file for approval will be displayed. To do so, click the Open File button.
Note: If the document has associated documents, they will also be available for viewing on the same screen, just below the main file and attachments. To view them, click the arrow next to the name of the associated document.
In your approval task, it’s also possible to edit the document information, if necessary. Click Edit Details to modify the document’s registration. Keep in mind that you need to have the appropriate permission enabled for your user level. Check out this article for more details.
If it was defined in the document’s registration that it has a specific expiration date, the expiration set by the drafter will be displayed on the pending task screen. Otherwise, the field will not be shown.
Next, the drafted file will be displayed. Read through it, and if all the information is correct, click Approve.
After approving the document, the system will notify you that it will be published and is already available for consultation.
To return to the tasks screen, click the Go to Tasks button, or to view the master list of documents, click View in Master List.
But if the document is not yet correct and needs to be adjusted, click Reprove, provide the reason for the rejection, and then click Reprove at the bottom of the screen.
After rejecting it, the document will be sent back to the drafter to make the necessary adjustments.
Email notifications
As soon as the document is published, the users involved in its review and added to the email notification field will receive an email informing them about the document’s publication.
