{"id":50633,"date":"2020-05-07T23:47:24","date_gmt":"2020-05-08T06:47:24","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=50633"},"modified":"2020-05-08T00:14:45","modified_gmt":"2020-05-08T07:14:45","slug":"how-to-send-oneview-document-for-approval-via-word","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/50633\/how-to-send-oneview-document-for-approval-via-word\/","title":{"rendered":"How to send OneView Document for Approval via Word"},"content":{"rendered":"<h3><a id=\"post-50633-_Step_2._Indent\"><\/a><a id=\"post-50633-_1._Indent_records\"><\/a><a id=\"post-50633-_Step_2.1._Indenting\"><\/a>Overview<\/h3>\n<p>In this article, you will learn how to send a <em>OneView Document<\/em> or records of a <em>OneView Document <\/em>for approval\/review using Word.<\/p>\n<h3>Who should read this?<\/h3>\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<h3>Step 1. Click Reviews on the ribbon toolbar and click Send for Review to start the wizard<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50634\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-15.png\" \/><\/p>\n<p><img decoding=\"async\" class=\"wp-image-50635\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/c-users-admin-appdata-local-temp-snaghtml5e2cc0d-1-1.png\" alt=\"C:\\Users\\admin\\AppData\\Local\\Temp\\SNAGHTML5e2cc0d.PNG\" \/><\/p>\n<p>This wizard will assist you in sending a document for review. You can also start the wizard by clicking the <em>Send for Review<\/em> link in the <strong>Reviews<\/strong> section of the document.<\/p>\n<h3>Step 2. Select a Review Step for this approval request<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50636\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-16.png\" \/><\/p>\n<h3><a id=\"post-50633-_Step_1.3._Paste\"><\/a>Step 3. Select all or desired records that you want to include in the review<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50637\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/c-users-admin-appdata-local-temp-snaghtml5e50023-1-1.png\" alt=\"C:\\Users\\admin\\AppData\\Local\\Temp\\SNAGHTML5e50023.PNG\" \/><\/p>\n<p>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.<\/p>\n<h3>Step 4. Enter a Title and an optional Description of the review request<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50638\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/c-users-admin-appdata-local-temp-snaghtml5e5dab4-1-1.png\" alt=\"C:\\Users\\admin\\AppData\\Local\\Temp\\SNAGHTML5e5dab4.PNG\" \/><\/p>\n<h3>Step 5. Choose the Word option to route this approval request to reviewers<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50639\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-17.png\" \/><\/p>\n<h3>Step 6. Indicate what should happen when a TopTeam embedded link is clicked in a Word document<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50640\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/c-users-admin-appdata-local-temp-snaghtml5e84e54-.png\" alt=\"C:\\Users\\admin\\AppData\\Local\\Temp\\SNAGHTML5e84e54.PNG\" \/><\/p>\n<p>On click, you can specify whether to navigate the user to the corresponding record in the same document or open the record in <em>TopTeam Web\/Desktop App<\/em>.<\/p>\n<h3><a id=\"post-50633-_Step_1.7._View\"><\/a>Step 7. Select a template for generating the document<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50641\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/c-users-admin-appdata-local-temp-snaghtml5eb1d52-.png\" alt=\"C:\\Users\\admin\\AppData\\Local\\Temp\\SNAGHTML5eb1d52.PNG\" \/><\/p>\n<h3>Step 8. Choose whether you want to highlight changes since prior baseline or not in the generated document<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50642\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-18.png\" \/><\/p>\n<h3>Step 9. Specify whether you want to include comments in the document<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50643\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/c-users-admin-appdata-local-temp-snaghtml5ec8975-.png\" alt=\"C:\\Users\\admin\\AppData\\Local\\Temp\\SNAGHTML5ec8975.PNG\" \/><\/p>\n<h3>Step 10. Select Collaborators who will approve the records<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50644\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/c-users-admin-appdata-local-temp-snaghtml5edca52-1-1.png\" alt=\"C:\\Users\\admin\\AppData\\Local\\Temp\\SNAGHTML5edca52.PNG\" \/><\/p>\n<p>Once the <em>Collaborators<\/em> are selected, the <em>Authors<\/em> window will display. Use the same functionality as above to select your <em>Authors<\/em>, and then click <strong>Next<\/strong> to continue.<\/p>\n<h3>Step 11. Set a due date for the approval request<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-50645\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/c-users-admin-appdata-local-temp-snaghtml5f1e355-1-1.png\" alt=\"C:\\Users\\admin\\AppData\\Local\\Temp\\SNAGHTML5f1e355.PNG\" \/><\/p>\n<p>When <strong>Create<\/strong> is clicked, the wizard will generate the approval document.<\/p>\n<p>When <strong>Finish<\/strong> is clicked, the <em>OneView Document<\/em> workspace opens and the <em>Reviews<\/em> section will display in the current view with the list of all approvers and the statuses of their reviews.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-50646\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/05\/word-image-19.png\" \/><\/p>\n<h3>Related Articles<\/h3>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/48035\/how-to-track-reviews-in-a-oneview-document\/\">How to track reviews in a OneView Document<\/a><\/p>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/50618\/how-to-send-oneview-document-for-approval-via-web\/\">How to send OneView Document for Approval via Web<\/a><\/p>\n<p>Revised: May 8<sup>th<\/sup>, 2020<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 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 <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[288,114],"class_list":["post-50633","post","type-post","status-publish","format-standard","hentry","category-oneview","tag-oneview","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-daF","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50633","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=50633"}],"version-history":[{"count":5,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50633\/revisions"}],"predecessor-version":[{"id":50655,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50633\/revisions\/50655"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=50633"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=50633"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=50633"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}