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How do I know there is a Change Request I need to work on? I am not able to edit structure or tags in a released document (does not apply to content) in the Documents view of the Admin Console How can I display in the Dashboard view, the changes I have made to a document in the Admin Console Document view? Which types of images can be uploaded? How can I insert an image taken using a "Snipping" tool? How long does it take until the change in a Re-use Content Module is also made in the Re-use Content shown in the Document re-using the content? How are Change Bars shown in Yonder and PDF Exports? How do I create a Change Request (CR) in a module? Why can't I see my documents in the Dashboard Library card? The PDF Export Fails to Export Which HTML Codes are useful for Editing in Yonder? (Advanced Users) How can I Submit a Ticket to the Yonder Support Portal? Yonder Support Desk How can I add a notification for Users, to my Yonder Document? How can I create a PDF Export of a Content Flow in the Yonder Dashboard? How can I influence the PDF Export using Tags to Rotate a Page in the PDF Export for example?

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Documents - Revision and Approval Buttons

As part of the header section, the Yonder Content Manager depicts the current status of the document (1) and allows selected users to trigger context-specific actions related to revisions and approval procedures (2).

The currently available action (2) that can be triggered depends on the current status of the document and your organization's specific workflow. Possible actions include:

  • Request Approval: Typically available when a new document was created, allowing selected users to ask for the initial approval once the document is ready. Clicking on the “Request Approval” button triggers the next step in the document-specific approval workflow that allows the corresponding stakeholder(s) to approve the newly created document via the Yonder Reader Online.
  • New Revision: Allows selected users to open a new revision for the document. Remark: Doing so automatically transfers change requests from the “Waitlist” to “Active”, if applicable.
  • Close / Reject Revision: Allows selected users to formally close a document revision. Remark: Only possible if all of the issued change requests for the document have been resolved. Closing a revision automatically triggers all of the module- or document-specific notifications, thereby explicitly informing users about those changes (via the Yonder Reader My Tasks section).

General remark / reminder: Keep in mind that all of the revision and approval steps are tracked in an irreversible compliance and audit trail. It's therefore reasonable to apply caution before triggering any of the above-mentioned actions.

approval request revise doc

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