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Approving a Document (workflow disabled)

  Please note that before approving a document, user must have approval permissions and you should lock the document you wish to approve.I...

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Written by Casey Huxtable

Please note that before approving a document, user must have approval permissions and you should lock the document you wish to approve.
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Instructions:

  1. Once the document is locked you will observe that approval button would appear.

  2. Click on the “Approve” link under the “Current Version” box.
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  3. A pop window will appear, with the message "Approve version 0.1 and make it a record", click on Approve version, to make it a record.
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  4. The approved record Document will automatically version up the next Major version (Whole Number).
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