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To approve/return documents

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[Docs Approval] To approve/return documents

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  • Workflow > Docs Approval
  • I can check the contents of the document and the attachment in my turn to approve.
  • I can register my opinion in the document and I can approve/reject the document.
  • Documents can be approved/rejected in once.

 

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STEP 1 Browse to Docs Approval Page

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  • Access Docswave > Workflow > Docs Approval
  • Access Docswave > Workflow > Dashboard > Document expected to be approved

 

STEP 2 Check the documents that I need to sign before I approve them.

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  • From the [Docs Approval] menu, you can see all the documents in my turn that I need to sign.
  • By default, it is sorted by document number, and you can check it by changing the document name, latest draft date, and so on.
  • After checking the document check box in the list, you can label the document and classify it by clicking the Label icon in the upper right corner.
  • Click the document name to see the contents of the document, and click the third tab on the right to see the attached file. Approvers with corrections right can attach files. 
  • Click the second tab on the right to register comments in the document. When registering comments, you can select the member to notify by clicking the @Shape icon at the bottom. If not selected, the notification is sent only to the drafter.
  • Approvers with corrections right can modify the document.
  • Click Approval/Reject in the upper right to complete the approval.

 

STEP 3 To approve a document from a dashboard

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  • You can check the documents that I need to approve in the 'Document expected to be approved' on the dashboard.
  • You can click on the document name to check the contents of the document and approve/reject it.
  • You can also view the attached file by clicking the third tab on the right. Approvers with corrections right can attach files. 
  • Click the second tab on the right to register comments in the document. When registering comments, you can select the member to notify by clicking the @Shape icon at the bottom. If not selected, the notification is sent only to the drafter.
  • Approvers with corrections right can modify the document.
  • Click Approval/Reject in the upper right to complete the approval.

 

STEP 4 To batch approve/batch reject documents

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  • From the [Docs Approval] menu, you can see all the documents in my turn that I need to sign.
  • By default, it is sorted by document number, and you can check it by changing the document name, latest draft date, and so on.
  • Check the check box in front of the document name that you want to approve/reject at once.
  • After checking, the 'Change Status' icon is activated in the upper right corner.
  • Click the icon to select Batch approval/Batch rejection.

 

 

 

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