Prerequisites

• Document in a category with indexing control configured with approval via workflow.
• User on the approval responsibility list.

Introduction

The way of approving a document depends on the approval configuration performed in its category, in the Control > Indexing tab, as it can be via responsibility route or workflow.

In both cases, a document can be approved through the Document approval and Revalidation approval tasks, according to the step it is in.

See below how to approve a document via workflow:

Approving a document

1. Access the menu of the task you want to execute:

• Task center > Document approval
• Task center > Revalidation approval.

2. Locate the document card.

3. Click on the card button.

4. Fill in the required fields on the workflow execution screen that controls the approval. Refer to the Executing a workflow activity article from SoftExpert Workflow for further details on this operation.

5. After filling out the necessary fields, in the Actions section, click on the button that corresponds to the activity approval action. Actions are configured during the modeling of the process flowchart used for the approval; see further details in the Configuring an action in the activity article.

6. Upon executing the last activity of the approval process flow, the corresponding options to approve or reject the document must be available:

• By selecting the action that corresponds to Approval, the document will be released.
• By selecting the action that corresponds to Rejection, the document will return to indexing for the responsible parties to execute this step again.

Conclusion

Thus, the document has been successfully approved!