{"id":2090,"date":"2020-03-24T09:40:48","date_gmt":"2020-03-24T08:40:48","guid":{"rendered":"https:\/\/help.metashare.com\/app\/help\/faq\/metashare-help-faq-how-do-i-send-documents-as-attachments-copy\/"},"modified":"2024-01-16T16:59:59","modified_gmt":"2024-01-16T15:59:59","slug":"how-do-i-create-a-document-reviewal-approval-process-in-sharepoint-metashare","status":"publish","type":"page","link":"https:\/\/help.metashare.com\/en\/metashare\/faq\/documents\/how-do-i-create-a-document-reviewal-approval-process-in-sharepoint-metashare\/","title":{"rendered":"How do I create a document reviewal\/approval process in SharePoint\/MetaShare?"},"content":{"rendered":"\n

In MetaShare you can submit a document for approval by following these instructions<\/a>. You can also configure MetaShare to automatically alert you when a document’s due date has passed<\/a>. Within soon, we will also be adding a similar function that enables users to submit a document for reviewal, with the difference that the final reviewed document will not be published.<\/p>\n\n\n\n

In the approval process, when the approvers’ require certain changes to be done to a document, they can create comments inside the document and tag the persons that should edit that section. Automatically an e-mail will be sent to the persons that are tagged, with a link to the document (this is an out-of-the box Microsoft 365 feature).<\/p>\n\n\n\n

If these 2 workflows do not fulfill your business needs, you can easily create custom flows that trigger on business rules. Depending on which option you choose, you might need to create one or several of these custom document metadata fields<\/a>:<\/p>\n\n\n\n

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  1. “Requires approval”\n
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    1. A column that defines whether a document should be sent for approval<\/li>\n\n\n\n
    2. Column type: Managed metadata column<\/li>\n\n\n\n
    3. Column description: “If you want someone to review and approve the documents.”<\/li>\n\n\n\n
    4. Values:\n