Document Approvers

Modified on Tue, 21 Nov 2023 at 02:12 AM

Documents approvers are users that review a document before it can be activated.
*Note that if there is more than one approver, all approvers must approve before the changes will take effect. 

To add approvers to a document, navigate to Library > Documents and select a document.

Within this document, navigate to the Approvers tab. Select the + sign on the bottom right of the screen.

Once selected, a list of all users with the Assessment Author role and scoped to the site will appear. Scroll or search for the users you would like to make approvers of this document. Check the box next to the user's names and click Apply.

These chosen users now appear as approvers. The users' emails will also be displayed if applicable.

To remove users, hover over their row and a trash bin will appear. Select the trash bin to remove the user.

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