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Approval request documents right menu

Sjaak Velthoven avatar
Written by Sjaak Velthoven
Updated this week

The right menu can be opened by clicking on the info icon towards the right of the documents tab on an approval request page.

Members that are part of multiple reviewer teams in an approval step can easily sumbit validation indications for multiple documents on behalf of each of their teams in this menu without having to open each document for review.

The Info icon can look something like this:

This article contains information about the following topics:

When opened, this is what the right menu in the documents tab of the approval content can look like:

Under review

Here members that are part of reviewer teams that have yet to submit their validation indication see each team that has yet to submit their validation indication listed.

If there are any documents that are selected on in the documents tab for which a reviewer team has yet to indicate a validation they appear in the under review area with a review button for all members of the reviewer team:

Actions for pending documents.

Review

Click review to open the file review document preview for the selected document(s) on behalf of this reviewer team.

To review all pending documents in the approval request at once, click on review in the overview tab of the approval request.

Approve

Indicate an approval for the selected document(s) on behalf of the reviewer team.

Reject

Indicate a rejection for the selected document(s) on behalf of the reviewer team.

Submitting indications

If there are any documents for which a reviewer team member has indicated a validation that has yet to be submitted it appears in the under review area with a submit button for all members of the reviewer team:

Validation indications can also be submitted individually from the right menu in the file review document preview.

Submit

Click on submit to submit the validations that are indicated by the team on behalf of the reviewer team.

Document details

If there are no actions to be performed for any of the selected documents the view button appears towards the top of the right menu on the documents tab.

The view button can look something like this:

Click on view to view the file review document preview of the selected documents.

Step overview

In the step overview the history of the validation submissions for each of the reviewer teams in each of the steps is displayed.

For each of the reviewer teams that is to submit a document validation in the current and previous steps the amount of pending, rejected and approved validation submissions are displayed.

Single step

This is what the step overview can look like when 100 documents are selected:

In this step members of the reviewer team have submitted two rejection indications and one approval indication on behalf of the reviewer team while validation indications are yet to be submitted for the other 97 selected documents on behalf of this reviewer team.


Closed approval request history

This is what the step overview can look like where a member of a reviewer team submitted an indication that the document should be approved on behalf of a reviewer team but a member of the final approval team rejected the document on behalf of the final approval team.

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