Adding Document Approvers

Modified on Tue, 24 Jul 2018 at 11:39 AM

Document Approvers are individuals that review the document and any changes made to it, before it becomes active for live audits.


Under Manage>Content>Documents select a document.





Click the Approvers Tab






Once on the Approvers page, click thebutton.



A drop down window will appear in the middle of the screen.




From the drop down select your approver and click ADD. Continue to add as many appropriate approvers for the document as necessary.




To remove an approver, simply click the  icon.



When a document has been submitted or altered approvers will receive an email, then they can either approve or reject the document.


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If the document has been rejected you must provide comments.


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Once the document has been approved by all documents approvers then the document will become 'Active'.



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