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Document approval, re-approval & rejection

DocumentsAll usersVerified 15 Sep 20261 min

Reviewing for approval

Approvers see documents awaiting approval in their queue. Open one to review its content before deciding.

Approving or rejecting

Select Approve to accept the document, or Reject and provide a reason — rejecting can prompt the uploader to submit a replacement.

Re-approval

When a document is updated after approval, it may need to go through re-approval before the new version is considered current.

Reassigning the approver

If the wrong person was set as approver, an admin can reassign the approval to someone else.

Walkthrough video

Every step above, performed once in a demo organisation.

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