FAQ: How can I approve a Document?


ANSWER:

  1. There are a few steps of preparation involved before a document can be approved. First be sure that you have configured and applied your "Approval matrix" FAQs for "How to Create an Approval Matrix"
  2. You will also need to be sure your Document has been fully set up FAQs for "Adding A New Document"
  3. Once the set up is complete and if you are an authorized approver, then you will be able to go ahead and process your approval within the document. 
  4. If you have a 4 stage approval process, you will see an image of a thumbprint at each stage, where you can click and sign
    1. Initial Draft
    2. Final draft
    3. Approved-Not effective
    4. Approved-Effective
  5. Once all 4 stages are approved the Document will become effective