Reviewing and Approving Documents
Once the approval workflow has been defined, approvers monitor the Docs - Approval Needed folder as needed to check for documents that need to be reviewed and approved.
To review and approve a document:
1. Open the SmartVault Drive.
2. Browse to the Docs - Approval Needed folder that contains the document you need to approve.
3. Right-click on the document, and then click Open with Acrobat 9.
4. In Adobe Acrobat, on the Comments menu, click Comment and Markup Tools > Stamps > Dynamic.
5. Select the stamp you want to use by clicking on one of the stamps you want to use in the list, and then click on the document where you want the stamp to display.
6. On the File menu, click Save, and then close the file.
Note: You may also choose to rename the file to FileName_Approved.doc if your file naming conventions specify including this data in the names of documents
7. If you approved the document, move the document to the Docs - Approved folder by completing the following steps:
a. In the SmartVault Drive, select the approved documents in the Docs - Approval Needed folder.
b. Right-click on the selected documents, and then click Cut.
c. Browse to the Docs - Approved folder, and then click Paste.
8. If you rejected the document, move the document to the Docs - Rejected folder by completing the following steps:
a. In the SmartVault Drive, select the approved documents in the Docs - Approval Needed folder.
b. Right-click on the selected documents, and then click Cut.
c. Browse to the Docs - Approved folder, and then click Paste.
