Widget - Documents under review

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The Documents under review widget centralizes all documents that are in the approval cycle, whether they are documents to be processed or requests issued.

Installation Note

This widget can only be used on the Personal Dashboard.

Contents

The widget divides the view into two distinct sections: Approver and Approval Requester.

For each section, the project name acts as a header. By clicking the arrow to the left of the project name, you can hide or show the list of documents associated with that specific project.

"Approver" section

This list lists the documents for which your intervention is required. You've been designated as the approver and the approval cycle is stuck waiting for your decision.

For each document associated with a project, you will find this information:

  • The name of the document (clickable link).

  • The date the application was submitted or updated.

  • Clicking the document name takes you directly to the Approval Table tab of the file details to validate or reject the request.

"Applicant for approval" section

This list displays documents that you have submitted for review and are waiting for a response from other users.

For each document associated with a project, you will find this information:

  • The name of the document.

  • The status of the approval.

  • The date of the request.