What Approvals information is available on the Document page
The Documents page now has a range of new features to help you track where your document is in the approval process. This includes a range of new and updated columns:
Approval Process: Which Approval Process the document is required to complete for it to be approved.
Status: Where in the Approval Process the document is currently sitting, including whether it has been Approved or Not Approved.
Next Approver(s): Which approvers are still required to approve the document.
Last Approved: When the last action was taken on the document.
How can I check the approval status of the document?
On the Documents page, if you click on the document line anywhere right of the Approval Process column, a pop up screen will open showing you the Approval status of the document. This will include:
The In Progress status
The Approval Template (that's the approval flow the document will take)
Who is required to approve the document, whether their approval is optional or required, the status of their approval and when the document was reviewed
You can also access this status pop up by selecting Approvals from the Options menu within the document itself.
How can I see the status of just the documents I have submitted for review?
If you are only interested in seeing the status of the documents you have submitted for review, you can do this by using the Documents Filter at the top of the Documents page. By selecting My Documents, it will show only the documents you have uploaded and/or submitted for approval.
How can I see the status of just the documents I have to review for approval?
If you are only interested in seeing the documents you need to approve, you can do this by using the Documents Filter at the top of the Documents page. By selecting My Approvals, it will show only the documents you have to review for approval.
Can I submit documents for approval using the Word or PowerPoint Add-ins?
Yes! When you review a document in Word or PowerPoint, you will be prompted to select the Approval Process. Once you have finished reviewing the document in Word or PowerPoint, click to Send to Red Marker. You'll then need to login to the Red Marker platform, and Start Approval.
Learn more about submitting a document for approval and approving a document.