Share via

Work with Document Approvals

You can use the document approval process to manage your organization's document workflow. After you have set up document users and approvers, amount limits for the approvers, notifications, and substitute approvers, you can start to use document approvals.

Before you begin to work with document approvals, you must set up elements, such as users and approvers, substitute approvers in case of delegation, and email notifications. For more information, see Define an Approval Workflow.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Submit a document for approval and update its status to pending approval.

How to: Request Approval of Documents

Identify documents waiting for your approval and approve them.

How to: Approve Documents

Reject a document approval request and add a comment to explain why.

How to: Reject Documents

Cancel documents that have already been sent for approval, so they can be edited.

How to: Cancel Document Approvals

Reopen a document, make the change, and then approve the document.

How to: Change Approved Documents

See Also


Walkthrough: Approving Documents
Walkthrough: Approving Documents


Define an Approval Workflow