Question

Create New Document - Auto Approve and Release

  • 2 June 2023
  • 2 replies
  • 116 views

Userlevel 2
Badge +7

Is there a setting to default new document attachments to “Approved” and “Released” status when registered? To change the document status so that it can not be edited without performing a formal revision cycle.


2 replies

Userlevel 6
Badge +12

Hi,

 

For this requirement you can use this On Save - Release flag,

 

Userlevel 7
Badge +30

Note: The above feature exists only in that screen. If you want new document attachments created under Attachments / Documents to be approved and released automatically, you will need to develop a custom event or workflow to do that. There's no built-in support for it.

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