Prerequisite

• Category with configured indexing control and with the approval option checked in the tab of said control.

Introduction

For a document to be subjected to an approval process, it must be created in a category with configured indexing control. This configuration is what defines whether the document will go through an approval step after creation.

Continuing the flow example, a "DC-INST-010 – Instruction document" will be created from the "DC-010 – Instruction document" category, configured in the previous step. In this document, the electronic instruction file will be added, which will allow it to be sent for approval in the following step.

Creating a document with approval

To create a document, perform the steps shown in the video of the Creating a document article.

However, when selecting a category, select one with configured indexing control.

After creating the document, add the electronic file that will go through approval. To learn how to add an electronic file, access the Adding single and multiple files to the document and Adding complex files to the document articles.

The indexing control configuration in the category was covered in the previous step of the flow.

Conclusion

Now that the document has been created, the approval process will follow the configurations. Thus, the next step is to approve the document.