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Workflow Document Management Software: Document Approval Activity Logic FAQ

How does a document version 'Approved'?
For a document to be considered approved it must pass through a workflow with at least one Approval activity and all users in the approval activity must approve the document. The workflow must successfully complete before the document is flagged as Approved. A document is not flagged as approved if the workflow is still in progress.

Do all participants in an approval activity have to approve the document before the activity is complete and the next activity begins?
Yes.

If a version of a document is not approved, can the same document version be sent through a subsequent workflow and be approved?
No. If a version of a document has not been approved it is for a reason and it cannot go through a workflow again to be approved. A new version of the document will have to be added to the system before it can be approved. This means the document will have to be checked out and back into the library.

What happens if a participant does not approve the document?
The activity automatically ends (even if some tasks have not yet started) and the workflow is cancelled, the document is set as not approved.

What if my workflow has 2 approval activities and is approved by all participants in the first activity but not approved by one participant in the second activity?
When the participant in the second activity rejects the document the activity is terminated, the workflow is terminated and the document is flagged as not approved.

 

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