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Approve a Document

Fortes Change Cloud supports the approval of documents. On your Home Page, the widget Documents to be approved by me shows a list of all documents that you have to approve. Note that this widget has to be activated by your admin/key user.


Approve a document

Step 1. Navigate to your Home Page, to the section Documents to be approved by me. This sections shows a list of documents waiting for your approval.


The Home Page, section Documents to be approved by me


Step 2. In a row, click Open, a dialogue box appears.


The Dialogue Document Approval


Step 3. Click on the name of the document to open it. After reviewing the document, click Approve or Reject, the dialogue box closes. Optionally add remarks.