Submitting a Draft for Approval

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This procedure applies only to files that require approval workflow.

You cannot submit a file for approval unless it is in Draft status.  Perform a File Update in order to put a file in Draft status.

 

  1. Navigate to the draft file you want to submit.   (How do I navigate to a file or folder?)

  2. Click the drop-down arrow at the far right of the file name.

  3. From the workflow option, click Submit for approval. The Submit for Approval window displays.

  4. Enter comments for the approver.

  5. Click OK.  The file's status is changed to the Pending state.  You will receive email notification of the approval decision.

 

RESULT:

You have successfully submitted a draft for approval.

 

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