Approving a Document

Approvers or Administrators can review documents and approve or reject them.

Once a document has been approved, the system distributes it to its recipients. However, if a document is rejected, then it will be returned to the Drafter, along with the reason explaining the rejection. The Drafter then corrects and resubmits the document for approval.

To approve a document

  1. From the list of documents in the For Review tab, click the document you want to approve.
  2. On the main toolbar, click the Approve button Approve document, or click Actions > Approve.

A message indicates that the document has been approved.