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• When a document is uploaded there may be an option to Approve the document, prior to it being published. The approval step can be enabled/disabled within your system upon request. Speak with our Support team if you would like to use this option and it is not currently visible.

• If a document is awaiting approval, it will have a status of Draft and will only be visible to those with Admin User document permissions (set in Access control) and any users set as a member of the approval group when the document was being uploaded. For more information, please read how to Upload a new document.

Approving a Document

• If you have been assigned as the Approver for a document, the document will appear on your dashboard once the pending period is reached.  Click on the task from this list to be taken to the document details page.

• Here you can see the document awaiting approval, along with other details such as the version history (if applicable). Click on the document link to download the current document. 

• If any changes need to be made select ‘Upload new version’ to replace the latest document.

• If you are happy to approve the document as it stands, select ‘Approve’.

• Confirm the approval by entering your approval comments and select ‘Yes’.

• The details entered will be noted in the version history below the document.

• If the document requires Ratification, the Publish state will update to Approved and the action button will update to Ratify. The document will not be published until it has been ratified. 

• If no ratification is required, the document will be showing as Published.