Chapter 7 Working with Domino.Doc from a Browser - Lotus ...

Procedure
To set up or change an approval cycle, perform the following steps:
1. Open the file cabinet and binder that contains the document you want
approved.
2. Double-click the document, and click Setup Approval Cycle.
Note If you are working in a non-master file cabinet, you’ll first have
to check out the current draft.
3. Specify the names of the document approvers, or choose “All draft
editors” or “All document managers.”
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, deselect this option.
Choose “Send originator a notification after time limit expires,” then
enter the number of days to allow, or, deselect this option.
6. Indicate whether to notify the approval originator after the final
approval or after each approval.
7. Indicate what to do on approval completion: check in as a new version,
check in and replace current version, or return to the initiator.
Submitting Documents for Approval
You must use the Web Browser or Notes client to submit documents for
approval. If an approval cycle has been set up for a draft document, that
document can be routed for approval. However, if a review cycle is
required for the document, the document state must be “Review Complete”
before the approval cycle can begin.
Procedure
To submit a document for approval, perform the following steps:
1. Open the file cabinet and binder that contains the document you want
reviewed.
2. Double-click the document, then click Submit for Approval.
Document approvers are notified by e-mail that they are to approve or
reject the document.
Chapter 10: Working with Domino.Doc from Desktop Enabler Plus 213