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Reviewing and approving documents

Use our reviews and approvals workflow to manage document versions and maintain an audit trail.

Step 1: Request a Review

  1. Open the document you wish to have reviewed.

  2. Click Request Review.

  3. Click the corresponding send email button to notify reviewers.

    • Reviewers will receive an email prompting them to review the document.

Step 2: Approve a Document Version

  1. Once satisfied with the document, click Approve.

  2. The platform will suggest a version number and document title, which can be edited.

  3. Optionally, generate a summary of changes using the AI summary feature.

  4. Click Save Approved Version to finalise the approval.

Step 3: Version History

  • The Document Version History table updates automatically with the newly approved version.

  • Previous versions can be reviewed, and any version can be restored if necessary.

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