Home
>
>
How to send OneView Document for Approval via Word

How to send OneView Document for Approval via Word

Overview

In this article, you will learn how to send a OneView Document or records of a OneView Document for approval/review using Word.

Who should read this?

  • TopTeam Users

Step 1. Click Reviews on the ribbon toolbar and click Send for Review to start the wizard

C:\Users\admin\AppData\Local\Temp\SNAGHTML5e2cc0d.PNG

This wizard will assist you in sending a document for review. You can also start the wizard by clicking the Send for Review link in the Reviews section of the document.

Step 2. Select a Review Step for this approval request

Step 3. Select all or desired records that you want to include in the review

C:\Users\admin\AppData\Local\Temp\SNAGHTML5e50023.PNG

Individually check each record you want to include in the review or select all records to be reviewed. You can also select all child records. The view of the record hierarchy can be expanded or collapsed.

Step 4. Enter a Title and an optional Description of the review request

C:\Users\admin\AppData\Local\Temp\SNAGHTML5e5dab4.PNG

Step 5. Choose the Word option to route this approval request to reviewers

Step 6. Indicate what should happen when a TopTeam embedded link is clicked in a Word document

C:\Users\admin\AppData\Local\Temp\SNAGHTML5e84e54.PNG

On click, you can specify whether to navigate the user to the corresponding record in the same document or open the record in TopTeam Web/Desktop App.

Step 7. Select a template for generating the document

C:\Users\admin\AppData\Local\Temp\SNAGHTML5eb1d52.PNG

Step 8. Choose whether you want to highlight changes since prior baseline or not in the generated document

Step 9. Specify whether you want to include comments in the document

C:\Users\admin\AppData\Local\Temp\SNAGHTML5ec8975.PNG

Step 10. Select Collaborators who will approve the records

C:\Users\admin\AppData\Local\Temp\SNAGHTML5edca52.PNG

Once the Collaborators are selected, the Authors window will display. Use the same functionality as above to select your Authors, and then click Next to continue.

Step 11. Set a due date for the approval request

C:\Users\admin\AppData\Local\Temp\SNAGHTML5f1e355.PNG

When Create is clicked, the wizard will generate the approval document.

When Finish is clicked, the OneView Document workspace opens and the Reviews section will display in the current view with the list of all approvers and the statuses of their reviews.

Related Articles

How to track reviews in a OneView Document

How to send OneView Document for Approval via Web

Revised: May 8th, 2020

Tags:,

Related Posts