To approve the minute document, simply click Approve on the appropriate document’s row.

Select which workflow group should be used to approve the minute document. If no workflow groups have been configured, or you do not wish to use a workflow group for approval, select Immediate Approval, and the document will be instantly marked as approved.

If an approval group is selected, then each user in the approval group will receive a sequential request to approve or reject the Minutes document. For more information on workflows, see the Report Manager user guide.

Minutes document approval can be undone by clicking the Remove Approval link for an approved document.

Related Articles:

1. Post Meeting Quick Reference Guide
2. Preparing Minutes – Post Meeting
3. Preparing Minutes – Minutes Adoption
4. Publishing Post Minutes Package to Participants
5. Preparing & Publishing Agendas & Minutes
6. Administrator - Configuring Workflows