Managing and approving documents in Altora is a simple process that ensures all uploaded materials meet your organisation’s requirements. This guide walks you through enabling document approval and reviewing uploaded documents.
Enabling Document Approval
To require approval for a document before it becomes active, you’ll need to enable this option in the document’s preferences:
Navigate to the Documents section under Setup.
Select the document you want to edit.
Under document preferences, locate the setting “Requires Approval.”
Tick “Yes” to enable document approval.
Save your changes.
Once this is enabled, any document uploaded by a user for this category will need to be approved by an administrator before it is accepted.
Receiving Approval Notifications
When a user uploads a document that requires approval, a notification will appear on your Admin Dashboard.
Click the notification to be taken directly to the Approvals tab, where you can review all pending documents
Reviewing Documents for Approval
Under the Approvals tab, you’ll see a list of documents awaiting review. Each entry will display:
The user who uploaded the document
Key details about the document (e.g., document type, expiry date)
A preview option to view the document itself
Review the document carefully to ensure all required information is accurate and compliant with your organisation’s standards.
If the document meets all requirements:
Click Approve to finalise the submission. The document will then be marked as approved and linked to the user’s profile.If the document has issues:
Click Decline.
A pop-up box will appear where you can provide the reason for declining the document.Once you submit your reasoning, the system will automatically notify the user. The notification will include your comments and advise them to re-upload a corrected document.