If a document does not require an eSignature, you can send it to a user or group for approval without requiring the users to enter their credentials when approving or rejecting the document.
Complete the following steps to start the Approval workflow and assign the Approval task:
From the Submission Mgmt > Library tab, open the document you want to send for approval.
From the Workflow Actions menu, select Start Approval.
From the Approvers dropdown, select the users or groups you want to assign the document to for approval.
Optionally, enter any additional instructions for the assigned users.
Enter a Due Date.
Specify whether you want workflow participants to Retain Roles until Workflow completion?
- If answered Yes, workflow participants will keep any tempoary sharing settings until the workflow is complete. This allows Document Viewers and Document Participants to be tagged even after they complete their task and they will retain visibility of the document throughout the workflow.
- If answered No, workflow participants will lose any temporary sharing settings as soon as they complete their task. This prevents Document Viewers and Document Participants from being tagged in comments after they complete their task and they will lose visibility to the document until it reaches a steady state.
Click Start. Vault updates the document status to In Approval and assigns an Approval task to the users you selected.
