Approving a Document

Approving a Document   

Approving a Document

Once logged into the Document Collaboration Gateway, a number of options are available to an approval participant.

Review the Document(s)

1. For the desired document, click Preview or Download the file in the Actions Dropdown Menu.

2. If previewing, pop-up window containing the document appears.

3. Review any alternate clauses if they have been assigned.

4. A pop-up window for the clause(s) displays.

5. You will see if there are any Reference Files that had been packaged with the document. Click the Arrow in the box to see the associated files.

6. A pop-up window with all reference files displays. Click the Preview button to open the file in a new preview window. Click the File Name link to download the file.

New Versions

1. If changes are required, upload a new version of the document.

2. A pop-up window for selection of the new version displays.

3. Click the Arrow on the Archived Versions Box to review any older versions of the document.

4. A list of all previous versions displays.

5. Click the file name to download the archived version. Click the Preview Button to open the file in a new preview window.

Approve or Reject

1. Click Approve to approve the document

2. Click Complete Approval to complete the process after all documents have been approved. Alternatively, click Reject Process to reject the process in whole.