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Document Approval Workflow Process

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Questions and Answers

What is the first step before submitting a document for approval?

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)

Who can be selected as the Project Initiator to review the document?

Any individual user in PromoMats, including yourself (correct)
Only the Owner of the document
Any group within PromoMats
A user with administrative privileges only

What must be true about the user initiating a workflow?

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

When initiating a workflow, how should users be added for document review?

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

What action should be taken after selecting the Project Initiator for the document review?

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

Flashcards

Document Review

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

Submit for Initiator Review

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

Project Initiator

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

Document Owner/Originator/Gatekeeper

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

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Start

The action that begins the workflow process for a document.

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Study Notes

Document Approval Workflow

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.

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Description

This quiz covers the key steps in the document approval workflow process, including how to submit a document for review and the roles involved. It emphasizes the importance of selecting individual users and the responsibilities of the document owner. Test your understanding of the approval process.