Start Approval Process

Explanation

Use this activity to start the approval process for one or more documents.

Prerequisites

System Effects

Window

Document Revisions
Document Revision

Related Window

Document Revisions
Document Revision

Procedure

To start the approval process for a single document. 

  1. Open the Document Revision window or the Document Revisions window and query (F3) for a document with a status of Preliminary.
  2. Right-click (In the Document Revisions window, first select the row), point to Status, and then click Start Approval. A dialog box appears.
  3. Click OK to confirm the start of the approval process.

To start the approval process for multiple documents.

  1. Open multiple documents in the Document Revisions window.
  2. Select two or more documents with a status of Preliminary.
  3. Right-click, point to Status, and finally click Start Approval. A dialog box opens.
  4. Click OK to confirm the start of the approval process.