Review and approve a document

A version of a document is published when David, Barb and Summer have all approved that same version and nothing on it is left open. This guide follows Summer as she asks for a change on one document, gives the third approval on another, and clears the last thing holding back a third.

Watch the walkthrough1:03

0:00 / 1:03

1. 1Open a document. The Review panel shows where David, Barb and you stand on this version.0:00
2. 2To ask for a change, select Ask for a change and say what should change.0:05
3. 3Waiting on you lists the documents that are ready for your approval.0:16
4. 4Read it, then select Approve this version. David and Barb approved too, so it is published.0:25
5. 5Approved by all three but not published? The panel says what it waits on.0:34
6. 6Select the line to go there. Summer agrees with Barb, and the document is published that moment.0:47

Read the Review panel

Every document has a Review panel beside its pages. It names the version, shows where each of the three of you stands on it, and says what else has to happen before it is published.

1. 1Each person on this version: Not opened, Reading, Asked for a change or Approved, with the time.
2. 2How many have approved, and who it waits for.
3. 3The rule, in one sentence.
4. 4Your two buttons.

Opening a document for the first time turns you to Reading, so the others see you have started.

Ask for a change

If the document should read differently, select Ask for a change, say what should change, and select Ask for the change.

1. 1What should change, in your words.
2. 2Ask for the change sends it.

Your request becomes a note on the document, marked Asked for a change. The others reply to it there, and it holds the document back until someone selects Settle it. The panel shows Asked for a change beside your name. You can still approve the version later.

1. 1Your request is marked Asked for a change.
2. 2Settle it closes it, once it is answered.

Approve this version

When every best guess in a document has its answer and nothing on it is open, it appears under Documents ready to approve on your Waiting on you. Select Read and approve, read it once more, and select Approve this version.

Approving says this version is right as it reads now. Changed your mind? Take my approval back returns you to Reading.

Published

The moment the third approval lands on a version with nothing open, it is published. Nobody presses a publish button.

1. 1Published replaces the version number.
2. 2All three approvals, each with its time.

A published version is closed. Notes and answers that arrive after are kept for the next version, and a new version starts a new round of approvals.

Approved by all three. Waiting on

All three of you can approve a version while something on it is still open: a best guess without its answer, a difference not yet settled, an open note or request. Then the panel says Approved by all three. Waiting on: and lists exactly what, each line a link to its place.

1. 1All three have approved.
2. 2What it still waits on. Select the line to go there.

Clear the last of it and the version is published in that same moment. Nobody approves again.

The lawyer’s best guesses

Some best guesses wait on the lawyer. They are marked on the document and never hold back the three of you.

Next

See where things standEach person's progress, what changed, and what done looks like.

Add a note and talk it throughPin a note on a page, reply, and settle it when two answers differ.