Overview
Approvals is the workflow for getting a sign-off on a document — a drawing, a report, a submittal. You select the document, pick the approver, and send. The approver gets a secure portal link (no login required) where they can review, comment, and approve or reject.
Approvals attach to the document's revision history, so "this drawing was approved by X on date Y at revision Z" is unambiguous later.
When to use it
- Client sign-off on submittals, especially when the client is not a user of AI Noven.
- Internal approval of a report before it is issued.
- Anywhere a paper trail of who approved what, when, and at which revision is required.
How it works
1. Pick a document
Any document in the Document Register can be submitted for approval at its current revision.
2. Choose approvers
One or several. Sequential or parallel. Each gets their own portal link.
3. Send
The approver lands in a branded portal page with the document, your project metadata, and Approve / Reject buttons. They can leave comments which thread back into the document's comment history.
4. Audit
The approval — who, when, which revision — is recorded against the document permanently.
Tips
- Send a single document per approval request when you can; bundles invite "I'll get back to this later".
- Set a due date and the system will chase the approver politely.
- Reject (with comments) is a feature — use it instead of revising silently.