Approvals

Chapter 9

Where an approval chain is set up for a document type, the document routes through named roles in order. Each step must be approved before the next one sees it.

Deal with what is waiting on you Overview → My approvals

1. Open My approvals — everything currently pending is listed.
2. Review to see what the request is for and the trail so far.
3. Approve step to pass it on, or Reject to stop it.

Approving your step advances the request to the next role — it does not complete the whole chain unless yours is the last step.

Raise or track a request Workflow → Approval requests

1. Raise a request to send something for approval manually.
2. Use Add comment to ask a question without approving or rejecting.
3. Cancel request withdraws one you raised.

The full trail — who decided what and when — stays on the request permanently.