When a workflow process begins for a document, the first user in the workflow queue receives an email message indicating the document is awaiting review. The email also contains a link to the document within the system. Reviewers are automatically assigned review tasks that are displayed in the project folder or can be added to the home page with the My Tasks widget.
Making Comments or Changes During a Workflow
Reviewers are allowed to make changes to content during workflow if the author or administrator who started the workflow has allowed approvers with editor rights access to edit the document.
Approving a Document During Workflow
- Go to the document cover page in the Server workspaceManagement Center.
NOTE:
The document cover page for uPerform content is located within the Translations area of the binder.
- Click I Approve in the Workflow area.
- Click OKSave.
|
NOTE: |
When a document is approved by the final reviewer, the workflow creator receives email notification of workflow completion. |
Rejecting a Document During Workflow
- Go to the document cover page in the Server workspaceManagement Center.
NOTE:
The document cover page for uPerform content is located within the Translations area of the binder.
- Click I do not Approve in the Workflow area.
- Complete the following information:
Field
Description
To
Enter any email address(es) in addition to previous approvers and authors, or click Collaboration Users to select users from a list.
Subject
Edit the default subject text, as necessary.
Message
As desired, add information to the default message text.
- Click OK.
|
NOTE: |
When a document is rejected, all users in the notification To field receive an email informing them of the rejection. |