Description: There is a way to request an approval for a document without altering a workflows/templates (especially if it's not required all the time). If you want to approve or deny a document in the system, you can also do that without any alteration to a workflow/template


Software: all

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This step can be performed in the Retrieve Tab as well as an open document.


For Retrieval:

Search the document that is being required for an approval. Go to Actions > Request Approval:


A new, small, popup window appears requiring the username or group of the user[s] you want to send the approval for. 


Select and hit OK.



If you have the Document Open, you will need to go to Actions > Approval:


From here you can Approve/Deny a document, request an approval and set a required amount of approvals for this specific document.