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Index

Speaking of Viewing My Documents...

My Documents shows documents posted by the user that are currently awaiting approval. Therefore, the publishing user can monitor and control all of his/her documents pending approval.


Viewing My Documents

01. From the main menu, click Task Central.

02. Click on the My Documents tab.

03. Select the document to be monitored. To open, click on its code.

04. To view the posted document, select View Document in the checkbox located on the upper right corner.

05. To view the properties of the posted document, select View Properties.

The document properties screen displays document data, such as:

  • Properties such as description, author and creation date, among other information;
  • Version/Review Approval History;
  • Document Version Specification;
  • Document Access Specification;
  • Related Document List;
  • Document Relationships.

Click here for more information on viewing document properties.

06. To view social information for the posted document, select the Social information option.

The social information screen shows information such as comments in the document, users that support the document, and sharing status. Click here for more details on social information.

07. Click Close.


Cancel document approval

01. Select the Task Center feature from the main menu.

02. Go to My Documents.

03. Click the More actions icon, represented by horizontal bars, for the document whose approval you wish to cancel.

04. Click Cancel.

The following confirmation message will be displayed: “Cancel document approval and permanently delete the version/revision?”

  • If Yes is selected, the document will be deleted from the Task Center for both the user who created the document and the approvers.

  • If No is selected, the document remains available to be viewed by the author and approved by approvers.



Attention!

This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform.



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