Modifying approval circulations

BlueCielo Project Portal 2017 User's Guide

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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:

View the document's property page as described in Viewing and editing document properties.
In the ribbon, in the Collaboration group, click Configure approval. A page showing the approval circulation options appears.

In the document list, find the document that you want to circulate.
On the Actions menu of the document that you want to circulate, click Configure approval. A page showing the approval circulation options appears.
For each state of the workflow, click options or type values using the descriptions in the following table.
Click Save. The document's property page reappears.

Approval circulation options
Option	Description
Subject	The subject of the circulation message.
Message	The body of the circulation message.
Deadline	When the users should complete their actions. Type a date or click Date and select a date from the calendar that appears.
Verify	Type user names separated by commas of the persons who will be assigned to verify the circulated documents. To add user names: Click Add users. The Find users page opens in a new browser window. Type text in at least one of the fields and click Find users. Wildcard characters are supported. Names are found using the OR operator. When the search has completed, a list of the users that match your search appears. Select the checkbox in the left column of each user that you want to accept. Repeat step 3 for each user that you want to find. When you are finished selecting users, click Close. The Find users page closes and the names of the users that you selected appear in the option field. To remove users: Clear the user name. Note You can only remove users that have not yet performed their assigned actions on the document. In Deadline, type a date when the users should complete verifying the documents or click Date and select a date from the calendar that appears. Select Notify user by email to send a notification message to the users by email. The messages will be sent when the documents achieve a state in which the users should verify the documents. This option is cleared by default unless configured otherwise by a system administrator.
Approve	Type user names separated by commas of the persons who will be assigned to approve the circulated documents. To remove or select users, follow the instructions for the Verify options. In Deadline, type a date when the users should complete approving the documents or click Date and select a date from the calendar that appears. Select Notify user by email to send a notification message to the users by email. The messages will be sent when the documents achieve a state in which the users should approve the documents. This option is cleared by default unless configured otherwise by a system administrator.