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How to Approve a Document
How to Approve a Document

A guide to approving (or not approving) a document using Red Marker Approvals

E
Written by Emily Mickan
Updated over 7 months ago

If a reviewer has started the Approval Process in Red Marker and you are set up in Red Marker as an approver for your organisation, you'll receive an email notifying you that a document has been submitted for Approval.

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Click on Go to document, to be taken directly to the document for approval.

Tip! If you are an approver for multiple companies, you will be taken directly to the review for the correct company.


Once you are in Red Marker, you can review the document and decide the next step. By clicking on Approval in Progress you can select from the drop down menu:

Mark as Approved: This will approve the document and either notify the next scheduled approver that the document is ready for their approval, or let the document submitter know that their document has been approved.

You will be provided the opportunity to add any specific comments about the document, plus an Approval Code if required by your organisation.

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This information will be included in the email that is sent to the initial submitter to let them know their document has been Approved.

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If the document has reached it's final stage of approval, the status will change to Approval Completed.

Mark as Approved + Add an Approver: If you are approving the document, but would like an additional approver who is not currently in the approval set up to review the document, you can add an approver. This will then notify the added approver that you have requested their approval of document.

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Mark as Not Approved: If you do not think the document is ready for approval, you can can select 'not approved'. Once you have marked the document as 'not approved', the submitter will be notified that the document has not been approved. You will have an opportunity to provide feedback that will be sent along with the notification, so the submitter can understand why the document was not approved.


Learn more about Submitting a Document for Approval, and other Tips & Tricks for Using Approvals in the approval process.

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