Carrying out an approval
For a convenient approval and for managing questions and comments, use the corresponding hint links, available on the approval form and in the dedicated "Approval" button.
If there are no questions or comments, you can choose the "Approved" action for the whole document at once. Otherwise, for each section you must manually choose the "Approved" action in the field that shows the current status of the section. When you use the "Awaiting my approval" filter, approved sections disappear from the list. In the end, only those sections remain for which the approver still has questions or comments.
Questions and comments can be left as comments on the text or on whole sections of the document. The panel on the right shows comments according to the selected filter. If you select the "My questions and comments" filter, comments created by the current user are shown.
The "Open questions and comments" filter is intended for the author of the document who started the approval. With this filter you can display the full list of unfinished discussions on the document. If a comment has been resolved, the author of the comment can mark that, closing the discussion. Closed discussions no longer appear in this filter.
The "Still to approve" filter lets the approval initiator find out which sections of the document have not yet been approved by all Participants, and take the appropriate action.
Approval tasks are shown in the "Assigned work" module. On the right-hand panel you can quickly complete an approval or switch to document mode to study the content of the documents in detail:
