This feature provides the ability to create a Document Approval workflow.

The picture below describes the steps necessary to have the process in place on your project.

  1. Activate the Status workflow in your Document library settings

  2. Edit the available statuses to your need

  3. You can now upload Documents as Drafts

  4. When the project contains Drafts, you can select them and create a new Approval

  5. One important step is to adjust the Approval settings (see video below)

  6. An Approval request nominates a Publisher (person in charge of making the final decision over the publication), and one or several Reviewers, in charge of validating (or not), the set of drafts

  7. Each reviewer will decide whether the draft is Approved, Approved with comment, or Rejected

  8. At the end of the review, the Publisher will choose the outcome of the approval, by picking the documents to be published.

  9. From the approval settings, Issues related to the documents may be created in order to keep track of the process later on

A detailed demonstration of those steps are shown in the following tutorial:

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