This feature is used to send a document for review and approval.
You need to access the DMS from the left pane.
The DMS page is rendered on a new page, as shown in the example below. Navigate to a DMS folder to view the documents.
Use the “Search” text box to filter the document list.
Select the document in the table, then click the “Access” icon to view the document’s access information.
The “Access Details” are displayed in a pop-up window, as shown in the example below. Access has been configured for a user and application roles. The ADMIN user has default privileges for “View, Download, Remove, Update, Archive, Permission.” The non-admin (regular user) requires “Update” privilege, which allows the user to perform document actions, including check-out, check-in, upload, update, and undo check-out within the selected DMS folder.
Click the ellipsis to open the context menu for this document. You can access the following features: “Copy, Rename, Remove, Check Out, Send Document, Get URL, Download, Permissions, View History, View Revisions, Archive, Classifications, and Details.” Select the “Send Document” menu option.
A pop-up appears for configuration. Map the review workflow for this document. Select the “Review” button. Select the revision value from the drop-down list. Select the process definition from the drop-down list. Select the Document ID variable from the drop-down list. Select the revision variable from the drop-down list. Click the “Send” button to initiate.
Map the approval workflow for this document. Select the “Approval” button. Select the process definition from the drop-down list. Select the Document ID variable from the drop-down list. Click the “Send” button to initiate.
The Document Details are displayed in the pop-up window that includes the “name, created on, created by, last updated on, last updated by, file size, revision count, version number, permissions hyperlink, current status, process status, approved revision number, and metadata field count” as shown in the image below.
