Routing a Document Review

  1. From the Document record, click the Approval/Periodic Review button.
    Result: The Approval Routing tab is displayed and the document approvers are listed.
  2. Add approvers if applicable, or click the Start button to route the document for review.
    Result: The Approval Status is now ROUTED. It may take additional time for SmartComm to generate the document profile.

See Also

Reviewing a Document

Attaching a Review Type to a Document

Editing Review Type for a Document

Deleting a Review Type from a Document

Performing a Document Review

Closing a Document Review

     

 

 
Friday, March 20, 2020
12:36 PM