Routing a Document for Collaboration

Once the collaboration document record has been created and the collaboration group has been established, the document is ready to be routed to the collaborators for their reviews.

  1. From the Document record, click the Collaboration button.
    Result: The Approval Routing tab is displayed and the document collaborators are listed.
  1. Add collaborators, if necessary, or click the Start button to route the document for collaboration review.
    Result: The Current Approval Status is now ROUTED.

See Also

Creating a Document Record for Collaboration

Performing a Collaboration Review

Comparing Document Revision Versions During Collaboration Review

     

 

 
Friday, March 20, 2020
12:35 PM