Approval document

Approval document

Available in: Keywording dialog box > Options tab

In the Keywording dialog box, a document can be turned into an approval document.

Approval documentAuthor for approval documentsRight, author for approval documents

The user must have the Author for approval documents right.

Information: The Approval document function should primarily be used for workflows. Workflows are the best way to handle specific approval scenarios.

Two attributes separate an approval document from a normal document.

  • After editing, a new version is created when checking in a document. The new version is not automatically set as the working version. To set a document version as the working version, open the Document versions dialog box and check the box in the Approved version column (Ribbon > Start > Document versions).
  • Before editing an approval document, the users are asked whether they want to check out and edit the working version, or the newest document version, i.e. the approval version.

For more information on editing documents, refer to the chapter Edit document.

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