Approval document

Available in: Ribbon > Organize > Metadata >Options tab

In the Metadata dialog box, you have the option to make a document an approval document.

Information: 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, use the function Set as working version (Ribbon > Document > Document versions).
• Before editing an approval document, the Check out and edit dialog box opens. In this dialog box, users can choose whether they want to check out and edit the working version or the newest document version.

For more information on editing documents, refer to the chapter