---
title: "Approving a Document"
slug: "approving-a-document"
updated: 2024-01-30T19:10:21Z
published: 2024-01-30T19:10:21Z
canonical: "wiki.cobblestonesoftware.com/approving-a-document"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

**![Approval Portal](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Approval%20Screen(1).PNG)**

**Review the Document(s)**

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

![Approval Actions](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1677859789393.png)

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

![File Preview](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Approval%20Preview%20Window.PNG)

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

![Alternate Clause in Actions Dropdown](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Approval%20Actions%20Menu%20-%20Alternate%20Clauses.png)

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

![Alternate Clauses](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/approving-a-document-image-agrrodux.png)

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.

![Reference Files](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Reference%20Files%20Box.PNG)

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.

![Reference Files on Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Reference%20Files%20Box%20opened.PNG)

**New Versions**

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

![Upload on Actions Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Approval%20Actions%20Menu%20-%20Upload.png)

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

![Upload New File Version](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/approving-a-document-image-blm4ywu4.png)

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

![Archived Versions](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Archived%20Versions%20Box.PNG)

4. A list of all previous versions displays.

![Archived Versions on Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Archived%20Versions%20Opened.PNG)

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

![Approve on Actions Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Approval%20Actions%20Menu%20-%20Approve.png)

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

![Complete Approval or Reject Process](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Approval%20Screen%20Complete%20Reject.PNG)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/approving-a-document-image-gn1cb0z8.gif)