Visual Workflow: Approval Workflows and Document Reviews

Use the diagrams below to learn the basic steps for creating approval workflows and using them to initiate document reviews.

Tip: Click the underlined steps in the diagrams to learn more.

Create an Approval Workflow

Note: Approval workflows are created in the Project Admin module.
Create and Edit Approval Workflows

Initiating a Document Review

Note: The number of steps in a review and the designated initiators, reviewers, and approvers are pre-defined by your project administrator when the approval workflow is created. See above for more information.

Colors indicate the role/responsibility:

Start a Document Review Review and Approve Documents Review and Approve Documents
Parent page: Document Reviews