2.5 Approving A Document

If Internal Approvers have been set up (see Section 1.2), and you are one of the approvers, you will receive a task and an email notification when approval for a document has been requested. The e-mail will have a direct link to the relevant document. 

Step 1: When a document requires your approval, it will have an amber status of ‘Approval Required’. Click on the menu button beside the document and select Update Status to change the status. 

Step 2: In the pop-up window, you can choose to update the document to Requires Review if you are not happy with the document, this will send a notification to the creator, and they will need to re-submit for approval. If you are happy with the document, click on the Sign Off button and the document will update to Completed & Approved.