Requiring File Approval

If your SFX Administrator configures all items in the repository to require approval, approvers are established at the repository level for all folders and files within the repository.  You cannot turn off approval workflow for your items, and you cannot select your own approvers.  

If approval is not required at the top repository level, and is not required at the folder level by the folder owner or an administrator, you can require approval of files for which you are the owner.  Complete the following steps to require approval on a file.

 

  1. Navigate to the file for which you wish to require approval.

  2. From the file drop down menu, click Edit Properties. The Edit Properties window displays.

  3. In the Edit Properties window, select the Require Approval check box. The Add Approvers option displays.

 

require_approval-1.gif

 

icon_info.gif

If the folder to which a file is uploaded already requires approval workflow, the uploaded file will require approval - it 'inherits' the requirement from the folder. If this is the case, the “Require Approval” check box is grayed out and you cannot change the approval requirement.

 

  1. Click  image17.gif next to Add Approvers.  The User Directory window displays.

    1. Type the name (or partial name) of the users you want to assign as item approvers in the Type in name field.

    2. If you want o restrict your search to individual users, click the Include drop-down arrow and select Users from the list.

    3. Click Find. The screen refreshes, and the search results display.

    4. Select the check box of each user you want to designate as an approver. The users' names display in the Selected People box.

    5. Click OK. The User Directory window closes and the selected approvers display in the Edit Properties window Add Approvers list.

  2. Click OK. The screen refreshes, and a message confirming the updated properties displays.

 

RESULT:

You have successfully required approval on a file.

 

Related Topics