iManage Document Approval

prod-doc-approval-sml

The document approval tool is designed to streamline the approval process for documents that are to be delivered to external users.

A secretary, assistant or colleague can send a request for the document to be approved by the appropriate person by either right clicking in FileSite/DeskSite and selecting the Send for Approval option, or they can click the Send for Approval option in Microsoft Word while the document is open.

An email with a link to the document is sent to the appropriate person, requesting approval. The approver can then open the document and just approve the document or approve the document and send the document to intended recipient or next approver in the approval process at the same time.

Key Features

  • Simple document approval
  • Send one or more documents for approval
  • Supports DeskSite or FileSite
  • Works in Word.