Send a document out for review and approval

When a document is ready, send it out for review and approval. If a reviewer or approver is not identified in the document record, the document is moved directly to the publishing stage.

  1. In the Document Revisions list, right-click the revised document and select Submit Revision.
    Submit a revision
    Because you identified yourself as the reviewer, you receive an approve request email message.
  2. In the email message, click the link next to Click here to view Approval Request.
  3. (Optional) View the document by clicking the attachment name under Document Revision.
  4. Click Approve.
    The Approvals page displays and lists the document you just approved.
  5. Open the document record.
  6. In the Document Revisions list, the revision you approved is now in the Ready for Publishing stage.