Feature Approve Document For Free

The document approval workflow proceeds as follows: An author creates a document; the document status is set to New. The author edits the document; the document status is set to Held. The author releases the document to submit it to a manager for approval; the document status is set to In approval.

Approvers follow a link to the document where they can review, leave comments, and reject or approve the document. If a user requests approvals from multiple people, the document is approved once all reviewers approve the file.

In essence, a content approval process allows you to streamline the workflows for your content development team. It can make the production, approval process, and publication of your content hassle-free.

Document Approval is a process where a document is sent to one or more people for input and approval before proceeding. The document may be sent to a manager for approval or to a group of people for input. This process ensures that the document is correct and meets the needs of everyone involved.

From the SAP Business One Main Menu, choose Administration Approval Process Approval Status Report. The Approval Status Report ? Selection Criteria window appears. To filter the report, select the required document status.

Procedure In the Modules tab, tap Approvals. A list of documents appears. ... Tap the document that you want to approve or reject. The Approval Info page appears, displaying the main details of the document draft including line details. ... Tap Approve or Reject. ... Enter your remarks (optional). Tap OK.

What are the stages in the document approval process? Set up your project. Create review steps and invite your stakeholders. Upload your document and set a due date for feedback. Collect feedback from your stakeholders. Create and share a new version of your document. Repeat until you get approval in each review step.

To set up an approval procedure, you first activate approval procedures in the General Settings, then define approval stages and create approval templates. To create a multi-level approval procedure, combine multiple predefined stages in the approval template.