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Question

Create New Document - Auto Approve and Release

  • June 2, 2023
  • 2 replies
  • 218 views

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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

Dilini Arandara
Superhero (Employee)
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  • Superhero (Employee)
  • 120 replies
  • June 5, 2023

Hi,

 

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

 


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2903 replies
  • June 5, 2023

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.