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How to create an approval process Define the work task. To create an approval process, you first have to identify and define the work task. ... Set approvers, permissions and due dates. ... Assign the work task. ... First approver receives work. ... First approver approves or rejects work. ... Submit to final approver. ... Publish or accept work.

An Approver is someone who is required to approve a document before it can move forward. Approvers receive notifications by email when a PR requires their review. Each approver is notified only after the approvers to the left on the approval flow have approved the document.

An approver can accept an assigned document as is, revise it, or decline it. Because an approver is legally responsible for a document's contents, those assigned the Approver role are typically managers or company executives.

A reviewer approves or rejects the document. A document can have multiple reviewers. During the approval process, the approver approves or rejects the document. A document goes through the approval process after the review process. A document is published after the review and approval process.

A document owner can assign any user with the approver role to approve documents. An approver can accept an assigned document as is, revise it, or decline it. Because an approver is legally responsible for a document's contents, those assigned the Approver role are typically managers or company executives.

Document Approval is a process where a document is sent to one or more people for input and approval before proceeding. The document may be sent to a manager for approval or to a group of people for input. This process ensures that the document is correct and meets the needs of everyone involved.

What are the stages in the document approval process? Set up your project. Create review steps and invite your stakeholders. Upload your document and set a due date for feedback. Collect feedback from your stakeholders. Create and share a new version of your document. Repeat until you get approval in each review step.