Document Approval Workflow Process

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Select the Final Reviewer for the document
Click on the Submit for Approval button
Share the document with all users in the system
Click on the Workflow Actions button and choose Submit for Initiator Review (correct)

A user must have a managerial position to initiate a workflow
Only the Owner or Originator / Gatekeeper of the document can initiate a workflow (correct)
Any user in PromoMats can initiate a workflow
The user must be part of a review group to initiate a workflow

<p>Add individual users only, not groups (C)</p> Signup and view all the answers

<p>Click Start to initiate the workflow (B)</p> Signup and view all the answers

The step before a document can be formally approved, where it is checked for completeness and accuracy.

A feature in PromoMats that allows you to start a process of reviewing and approving a document.

The person responsible for the initial check of a document's content and suitability.

The person or role that can start the review process for a document.

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The action that begins the workflow process for a document.

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To submit a document for approval, click "Workflow Actions" and select "Submit for Initiator Review".
Select the Project Initiator (any user in PromoMats, including the author).
Click "Start" to initiate the review process.
Only the document owner or originator/gatekeeper can initiate a workflow.
Always select individual users, not groups.