Comments (5)

Hi Jan,

Thanks for your feedback. When you start a review you have the option of either sending the document for only review or for review and sign. If you choose to sign the document when all have reviewed then the document gets locked and approved by all that were part of the review.

If we added a sign button in the review interface, wouldn't you assume that it was signed by all that are part of the review rather than just one person?

Best regrads,
Karolina

Anonymous
Anonymous

Anonymous

Level
0
Score
0

Hi Karolina,
The button should only be visible for the person that created the review document. It could perhaps as well be achived by using the Status = Published, if Published prevented the document to be updated. Perhaps have I missunderstod the Sign functionality - if you send a document for review - I guess you want feedback - and then change the document based on that feedback. Next step could be to send the document for approval - in this case could the Sign functionality work well, and/or, publish it - then you want to "lock" the document for update...

BR Jan

Hopefully this step is what you're missing? After the review, when the changes are made, you could send it for approval. The document will be locked during the approval process and once everyone has approved it, it will be electronially signed and non-editable.

As always, I apologise for the narration. I will hopefully one day learn to do this even without a script.

Best regards,
Karolina

Anonymous
Anonymous

Anonymous

Level
0
Score
0

Hi Karolina
The process to send the document for approval is OK.
But if you just want to approve the document yourself without sending it for approval?
When you open the link in the email (..the one you get when all have reviewed the document), you will get to the review screen. You open the review copy and make changes based on review comments. When you save and close, a new version of the document is created. This new version, I would like to approve (sign) myself (i.e. without sending for approval). To do that I have to switch to the document view and try to locate the document.
Br Jan

Ray Smith
Ray Smith

Ray Smith

Level
0
Score
16

How about this:

Add yourself as a reviewer to the original review. Once everyone (apart from you) has completed the review you can make the comments to the new version (which does not terminate the review). You can then complete the review from your 'My Assignments' on your homepage and the document will be automatically signed (as long as you have set this option).

DIMELO - innovation management specialist