Approval Workflow Enhancements

With these updates, you will be able to approve documents faster and also save changes without having to approve the document you are reviewing.

How to approve a document

1. Documents in approval will open in read-only mode.
2. If no edits need to be made,you can now quickly approve the document by clicking the Approve button.

How to edit your documents

1. After opening a document, click EDIT to make it editable.
2. After making any changes, choose from the following options to complete your work:
   1. Save - This will only save the changes to the document - it will not approve it.
   2. Save and Approve - This will apply any edits made in the document and also approve it.
   3. Cancel - This will discard your changes and take you back to read-only mode.

How to unapprove a document

1. If you have approved a document but later need to make edits, use the UNAPPROVE button.
2. After clicking UNAPPROVE, the document will go to the previous step in the approval flow and become editable. You will have all of the Edit options (“Save,” “Save and Approve,” and “Cancel”) to make any changes needed.