You can use the document approval process to manage your organization's document workflow. After you have set up document users and approvers, amount limits for the approvers, notifications, and substitute approvers, you can start to use document approvals.
Before you begin to work with document approvals, you must set up elements, such as users and approvers, substitute approvers in case of delegation, and email notifications. For more information, see Define an Approval Workflow.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Submit a document for approval and update its status to pending approval. | |
Identify documents waiting for your approval and approve them. | |
Reject a document approval request and add a comment to explain why. | |
Cancel documents that have already been sent for approval, so they can be edited. | |
Reopen a document, make the change, and then approve the document. |