Setting approval properties

The key to approval alerts is setting the correct approval dates. Approval dates can be set either manually or automatically; either during document creation or later by editing the approval properties. Separate approval dates can be set for internal approval and external approval. The Alerts add-on calculates approval dates automatically by adding a system administrator-specified period of days to the date that the document was received (for example, from another organization). If no document receipt date is set (for example, your organization created the document), the Alerts add-on adds the period to the date that the document was created. You can override the calculated date by setting a date yourself. Conversely, you can change the document receipt date and have the Alerts add-on calculate a new approval date.

Note    The properties used by your organization to calculate approval dates are configurable by a system administrator. Not all properties described in the following table are used in all configurations. Consult a system administrator for the configuration used by your organization.

To set a document's approval properties:

1. While creating a new document or editing an existing document's properties, on the document's property page select or type property values using the descriptions in the following table.

2. Click Save. The value of Approval and External approval is calculated automatically for new documents unless cleared by a system administrator.

Note    The Alerts add-on works together with the Smart Paste add-on (if installed). That is, along  with the Smart Paste properties, the approval properties must specify valid values for the workspace to which the documents will be pasted. For more information, see About Smart Paste and the Meridian Project Portal Configuration Guide.