Document review and approval

Target Personas: Project Manager, Document Administrator, Scheme Owner

Step-by-Step Guide

In your scheme’s Documents tab, right-click any document and select Request review
In the Approvers section, select Add to add one or more approvers from the available names (your name is already included as an approver by default)
Select Next, skip the “deadline for comments” option, and select Yes for the “deadline for approval”
Set a due date and time for when approval is needed for this document
Select Next and optionally add a message with context or instructions for the approvers
Select Request Review to finish

In your scheme’s Documents tab, locate any document with a Review Status indicator
Click on the Review Status text (e.g., “Pending”) next to the document to open the Document Review Requests panel
Alternatively, right-click the document and select View review requests to access the same panel
The panel displays the current approval status and which approvers have approved, pending, or rejected the document

In your scheme’s Documents tab, click on the Review Status for a document to open the Document Review Requests panel
Or right-click the document and select View review requests to open the panel
In the Document Review Requests panel, view the complete review history showing all approver decisions, comments, and timestamps
This log provides a complete audit trail of the approval process for the document

In your scheme’s Documents tab, right-click any file you want to download
Select Download from the context menu
Your browser will offer you the option to Open or Save the file to your local device

Go to Governance > Schemes
Select the tab corresponding to the organisation that has shared their schemes with you
Browse the shared schemes listed on this page
Select any shared scheme to access its documents and related information
You can view documents, check approval statuses, and download files as permitted