Save document for approval

Manager An Admin user who can manage and assign feedback, workflows, document, images etc. users in the Workflow Documents accessed from a review or approve list in the Folder view. managers and Authors roles can save a document for review.

  1. When the folder tree is displayed select the document.

  2. Click Edit .

    The document displays.

  3. Make any required edits.

  4. Click Save.

    5. The Save dialog box displays.

  5. Complete the following field:

    Field 

    Instruction 

    % complete 

    Select 100.

    Tip: You can drag the slider bar all the way to the right or click the > button until the document is at 100%.

  6. Click Save.

    Note: If the Save button does not have a drop-down list, the document does not have a Workflow applied. To apply a workflow, refer to Apply Workflow.

  7. Select Save for approval.

    The document is saved for approval.