Set up draft approvals for document libraries
This section is designed to give the administrator the information necessary to set up the draft approvals process for a document library.
Before you begin
Ensure that you have assigned the appropriate permissions for your users:
- Users must have access to the document library.
- Users with review responsibility must be in the wpsDocReviewer group.
- Users must have access to the Portal Content page and the Manage Document Libraries portlet.
Steps for this task
Workflow roles are first administered through the WebSphere Portal User group Administrative portlet. When the administrator configures the Document Manager library, he or she can select a subset of reviewers from the wpsDocReviewer group to further narrow the field. This subset is specified when the administrator elects to turn on the Document Manager approvals workflow option.
- From the Manage Document Libraries page, select the working document library for the draft approvals process.
- Open the edit the document library settings page.
- Under Approvals workflow, select Enable workflow.
- Select the appropriate approvers.
- Save your settings. The draft approvals process is now enabled for that document library.
For step-by-step information about working with drafts, see the online help that is available from the portlet title bar.
Once a document draft is submitted for review, the document appears in the Pending Drafts folder of the assigned reviewers. Although multiple users can have review responsibility, only one reviewer can accept or reject the document change. Once a document change is accepted by a reviewer, it becomes visible in the Document Manager folder hierarchy. If a reviewer rejects the draft, the document appears in the Pending Drafts folder of the originator of the change for further modification; a subsequent save reactivates the approval step. Refer to the Working with drafts topic for more information.
Related tasks
- Set up document libraries
- Assigning user access
- Set up document management
- Set up browser plugins
- Set up file type definitions
- Maintaining your search index
- Using IBM Content Manager as a datastore for Document Manager
See also
- Working with drafts
- Document libraries
- Document management
- Productivity Components
- Collaborating in Document Manager
- Troubleshooting
WebSphere is a trademark of the IBM Corporation in the United States, other countries, or both.
IBM is a trademark of the IBM Corporation in the United States, other countries, or both.