Create an approval for a BoardEffect library file
You can create an approval, which enables users to review and vote on a document before you add it to a Meeting Book. This topic describes how to create an approval.
-
Select Libraries on the top right.
-
To open a workroom library, select the workroom name on the left side of the dialog box.
-
Select a folder name to view files.
-
To create an approval, first select the arrow on the right side of a file, and then select "Approvals" from the menu. The New Approval dialog box appears.
-
You have options to customize your approval. To allow users to add comments, select the checkbox next to Allow Comments.
-
To require users to sign their name when they submit their approval, select the checkbox next to Require Signature.
-
To update your approval message, you can enter text in the Question field. The message will be visible to users after you send the approval. We recommend adding a message or question specific to the file, so users can easily identify the content they are approving.
-
To save your changes, select Submit.
-
To add users to the approval, select the add icon next to their name.
-
To send the approval, select Close.
-
You can view an approval icon next to files in the libraries that contain an approval.
Note
If you edit an approval, or make changes to a file that is part of an approval document, any existing signatures will be erased from the approval document. This ensures the validity and authenticity of the approval document.
