Configure Document Approvals

You can monitor and control changes made to your organisation documents through Document Approval mode.

When this setting is enabled, any changes to existing documents or new documents added to Nintex Process Manager must be approved before they become available to users. Document approvers are set by Promasters A Nintex Promapp system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. at the process group level, and are notified of documents awaiting their approval via their Nintex Process Manager dashboard.

Enable document approval

Promaster A Nintex Promapp system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. privilege is required.

• Go to Admin > Configure > Process and Document Approval > Enable document approval and toggle the setting to ON.

Assign document approvers

When document approval is switched on, Promasters can assign document approvers. Promasters are default document approvers when none are specified.

1. Click Admin > Manage Groups.
2. Click next to a process group and then click Manage Stakeholders.
3. In the Document Owners section, click to add document owners by user or by role/responsibility.
4. To include process group champions and process owners and experts as document owners, select the options.
5. Click Save.

Note: Document approvers are distinct from process approvers under the Process and Document Approval Add-on, and approving or publishing a process doesn’t affect document approval.