Records
- Opening Records Directly in Browser vs Downloading (PDF/DWG Only)
- Adding Markup to a Revision
- Publishing an Office Document
- Bulk Create Empty Records
- Managing Revisions from the Records Page
- Adding Markup in the Approval Process
- Received register
- Assign Reviewers to Review Revisions
- How to Obsolete a Record
- Editing Revision Metadata
Approving a Revision
Introduction
When a revision is first uploaded or its status is changed it is sent for approval. Only revisions that have been approved can be included in issues.
Approving from Approvals Page
Inside your project, click the Approvals menu item in the led side bar menu.
Select Record
Hover over the row of the revision you wish to edit and click the grey circle to select the revision.
You can multi-select revisions to approve or reject more than one revision at a time.
You can use the Filters panel to find specific revisions more easily. Only project owners will be able to approve or reject revisions, by default.
Preview
Select the revision you would like to view, once this is done the preview button in the top right with become available. If a revision has multiple renditions there will be multiple tabs to view the different previews.
Previews will change as any updates are made so you will always see the most up to date version. Not all previews are available for preview, but you can download a copy by clicking on the rendition icon you wish you download.
Approve
To approve a revision, click the Approve button located on the left hand side in the command bar. You will then be prompted to confirm your approval. Approving a revision cannot be undone.
Your revision has now been processed.
Rejecting a Revision
To rejecting a revision, click the Rejection button located on the left hand side in the command bar. You will then be prompted to confirm you're rejecting.
Approving from the Records Page
You can also approve revisions directly in the revision list, if you need to approve something quickly. Inside your project, click the Records menu item in the led side bar menu.
Approval
To open the information panel for a record, click the row of the record you want to approve a revision for.
Then click the Approvals tab in the information panel to view a list of the revisions awaiting approval.
Records where the last revision is pending will appear as yellow in the records list.
You can use the Filters panel to find specific revisions more easily.
Only project owners will be able to approve or reject revisions, by default.
Approving a Revision from Records > Approval
To approve a revision, click the Approve symbol in the row of the revision you wish to approve . You will then be prompted to confirm your approval. Approving a revision cannot be undone.
Rejecting a revision
To approve a revision, click the Reject symbol in the row of the revision you wish to reject . You
will then be prompted to confirm your rejection.