If your organisation uses Red Marker to manage the document Approval Process, below is a guide on how to submit a document for approval.
When you upload a document, you'll be prompted to select your Approval Process.
Note: If your business uses categorisation, this will be on the same screen
Tip! Your Approval Process indicates the course the document will follow from upload to final approval; This process will be set up for you in Red Marker. Please ensure you are familiar with your internal approval processes and which process needs to be selected for each document you are submitting for approval.
When you have selected your Approval Process, press Review Document.
Your document will be reviewed with Red Marker's custom risk detection rules. Upon Red Marker's completed scan of your document, you'll be redirected to the Red Marker review page. Form here, you can follow your normal Red Marker review process, and when the document is ready for approval, you can start the Approval Process by selecting Start Approval.
This will change the status of the document to Approval in Progress.
Red Marker will email the next approver to let them know that there is a document requiring their approval.
To learn more about approving a document, here's our guide to Approving a Document and Tips & Tricks for using Approvals.