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.
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.
