Send a Document for Approval

Who can complete this task? Veeva RIM Basics: Vault Admin, RIM Admin, Submission Manager, Document Manager, Document Participant

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:

  1. From the Submission Mgmt > Library tab, open the document you want to assign for approval.
  2. From the Workflow Actions menu, select Start Approval. The Start Workflow dialog is displayed.
  3. From the Approvers drop-down, select the users or groups you want to assign the document to for approval.
  4. Enter a Due Date.
  5. Optional: Enter any additional instructions for the assigned users.
  6. Click Start. Vault updates the document status to In Approval and assigns an Approval task to the users you selected.