Here we will discuss how to create a simple document approval workflow in SharePoint 2013. First, open SharePoint site and create the custom document library using the Document Library template. Then Open the document library and from ribbon Click on workflow settings like below:
Then in the workflow settings page select Workflow association type as “Document” like below and Click on Add a workflow.
Then Select approval workflow -> Provide name of the workflow “Approval Status”
Then create a new task list for this workflow like below:
Then Uncheck Allow this workflow to be manually started and check the box Create a new item will start this workflow.
Provide the approvers for this workflow
Provide the document request message
Check “Automatically reject the document if it’s rejected by any user” : So it will reject the document if its reject by any one of the users.
Check “Automatically reject the document if it changes before the workflow has been completed”: So the document has been rejected when the user has been deleted or changed
Click Save. So now you can see the simple Approval Workflow has been created.
Now open Document library upload the document. Now you see the Approval status has been InProgress
Now login as approvers username and password to approve the tasks. Enter you comments and click approve or reject.
After approval of both from both users, you can now see the status of the document
So the document has been approved successfully.
If you need to read the comments provided by the approver click on the approved status link.
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Hope this will be helpful.
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