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Send For Approval

How to use the Send for approval feature

Once a document is complete, users can use the Send for approval feature to route it to the board or senior management for formal approval. This process creates a task in Cloud and attaches a PDF copy of the document for review.

 

1. Sending a document for approval

 

The Send for approval feature is identifiable by the tick mark at the top of the document page.

 

 

  • On the page, click Send for approval.
  • The system will automatically generate a PDF of your draft document.
  • A dialog will open prompting you to complete:
    • Subject – The title of the task.
    • Assignees – The person or people who must review and approve the document.
    • Attachments – Attach the generated PDF.
    • Due date – The deadline for completing the approval.

 

  • Confirm your entries and submit by selecting Post.

 

When you submit, a new Cloud Task is created, and email notifications are sent to the assignees.