Submit a Document Issue for Approval

If your system requires document issues to be approved before they are sent to recipients, you must submit the issue for approval after creating it.

To submit a document issue for approval:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the Personal Zone.
  2. On the project window, click the Document Issues tab.
  3. Click for the document issue that you want to approve.
    Before you approve a document issue, you can click to view the details, if required.
    The approval request is sent to the nominated approver(s). After the document issue is approved, you can return to the Document Issues tab to process it. For information, see Process a Document Issue.