Route for Approval

Use the Route for Approval page to select reviewers for your document reviews, enter comments for the reviewers, or remove reviewers from the list. You can also create new reviewer lists or choose an already-created reviewer list from the Quick set drop-down list (see Using Quick Set Reviewers List below).

To access the Route for Approval page, preview the document (see View Documents) and click Route for Approval in the column to the right of the preview.

To add reviewers:

  1. In the Active Users list, scroll through the list using the scroll bars, or use any of the filter options to narrow the search results (the list immediately updates as you enter or select from the filters).
  2. Highlight the user you want to add, then click Include.

To remove reviewers:

  1. In the Selected Reviewers list, highlight the user you want to remove.
  2. Click Remove.
  3. Repeat for each user you want to remove.

To clear all selected reviewers:

  1. Click Clear Selected Reviewers.

To change the due date:

  1. Click the calendar icon and navigate to the date you want the review or approval complete. The due date updates and the calendar closes as soon as you click a date.

    Alternatively, type a date in the Date field using the format: mm/dd/yyyy

To enter comments:

  1. Enter any relevant information that you want reviewers to see or be aware of when reviewing the document. This text will display on the Route Status screen.

To finish approval routing:

  1. When done with all of your changes, click Send.

 Using Quick Set Reviewers List

If you previously created reviewers lists, they will display in the Quick Set area of the page.

To select a quick set list:

  1. From the Quick set list, choose a list of reviewers that you want. The reviewers in the list will display in the Selected Reviewers area.
  2. Add or remove reviewers as desired.
  3. Click Send to send review notices to the reviewers on the list.

Note: If you add or remove reviewers from the selected Quick set list, then click Save List and leave the list name as is, your list will be permanently modified.