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
Navigate to All > Documents > Approval and Revision Rules.
On the form, fill in the fields.
Field Description Name A unique identifier for the approval rule. Description A short description of the approval rule. Document Conditions A condition builder that determines which documents use this approval rule. Active Activates the rule. Select Submit.
Parent Topic:Document approval and publish process