Domino.Doc 3.5 User's Guide - Lotus documentation - Lotus software

Submitting a document for approval
114 Domino.Doc 3.5 User’s Guide
A draft document can be routed for approval, providing that the approval
option is not disabled on the document type form. If a review cycle is
required for the document, the document state must be “Review
Complete.”
Document approvers are notified by e-mail that they are to approve or
reject the document when you complete this procedure.
Procedure
To submit a document for approval, perform the following steps:
1. Open the file cabinet and binder that contains the document you want
approved.
2. Open the document profile, and click Submit for Approval.
Note If you are working in a non-master file cabinet, you’ll first have
to check out the current draft.
3. Specify the document approvers:
• Choose All Draft Editors
• Choose All Document Managers
• Select specific approvers
Note The list of approvers included in “All Draft Editors” and “All
Document Managers” is determined by the document’s security
settings. For example, only users who are listed as a document manager
in the security settings are included in the life cycle process when “All
Document Managers” is selected; users who are invited to the file
cabinet as managers are not included. Likewise, managers who appear
in the Selection List in the Setup Approval dialog box are not
automatically included when “All Document Managers” is selected.
4. Specify the routing type:
• Choose serial if you want each approver to approve the document in
sequence in the order established by the initiator.
• Choose parallel if you want each approver to approve the document
at the same time.
5. (Optional) Specify a time limit option:
• Choose “Send approver a reminder after time limit expires,” then
enter the number of days to allow; or de-select this option.
• Choose “Send originator a notification after time limit expires,” then
enter the number of days to allow; or de-select this option.
6. Indicate whether to notify the approval originator after the final
approval or after each approval.