Document Workflow & Approvals
Learn how Workflows can to aid your document life-cycle management using process modeling and approvals.
15 min | 9 Tasks
Task 4: Insert a Modifiable Approval
Once the properties for the current Stages have been set, the flow of documents can be configured according to your processes. A key Workflow component for ensuring proper document management are Approvals.
Now, take the following steps:
- Click the Flow (arrow) between the “To Be Reviewed” and “Manager Confirmation” Stages.
- Next, click “Add Approval” in the right menu. This will add an Approvals symbol (a check” in green circle) and change the color of the Flow to green.
Completing this task results in users now being able to change the stage of a document from “To Be Reviewed” to “Managers Approval” only after selected users (Approvers) grant their approval of a document.
