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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a document approval revision rule

Create a document approval revision rule for the document review and approval process.

Before you begin

Role required: platform_document_management_admin or admin

Procedure

  1. Navigate to All > Documents > Approval and Revision Rules.

  2. On the form, fill in the fields.

    FieldDescription
    NameA unique identifier for the approval rule.
    DescriptionA short description of the approval rule.
    Document ConditionsA condition builder that determines which documents use this approval rule.
    ActiveActivates the rule.
  3. Select Submit.

Parent Topic:Document approval and publish process