BlueCielo Kronodoc 2012 Administrator's Guide | BlueCielo ECM Solutions

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Modifying approval circulations

After you have started an approval circulation as described in Circulating documents for approval, you can modify it to change users and modify other circulation options.

To modify an approval circulation:

  1. View the document's property page as described in Viewing and editing document properties.
  2. In the General section header, click Configure approval. A page showing the approval circulation options appears.
  3. For each state of the workflow, select or enter options using the descriptions in the following table.
Approval circulation options
Option Description

Deadline

When the users should complete their actions. Type a date or click Date and select a date from the calendar that appears.

New users

Type user names separated by commas.

To remove users:

  1. Deselect the user name.

Note    You can only remove users that have not yet performed their assigned actions on the document.

To select new users:

  1. Click Find. A new window containing user search options opens.
  2. Type a known name in the corresponding text box and press Enter or click Find users. If a matching user is found, their information appears above the text boxes and they are added to the New users list automatically. If not, modify your search text and try again.
  3. Repeat step 2 until all recipients have been added to the New users list.
  4. Click Close.

Notify user by email

Sends a notification message to users by email when documents achieve a state to which the users are assigned an action to perform. This option is disabled by default unless configured otherwise by a system administrator.

  1. Click Save. The document's property page reappears.

Related concepts

About approval circulations

Related tasks

Circulating documents for approval

Responding to circulations


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