Change release process

As a manager, you can also change the approval process for documents and folders at any time, but not for documents that are currently under review.

      Select  Change Properties in the context menu of the folder or document whose sharing process you want to change and go to the Document Sharing tab of the action form (if this section is missing, you are not a manager).

      You now have several options:

      The 'No sharing process' option allows you to specify that the sharing process set for the parent folder will not be applied.

      The 'Apply settings' option allows you to apply the release process of the parent folder and thus also override a release process that applies to the document or folder.

      The 'Define release process' option allows you to define a new process or modify the existing release process, if any, by changing, adding, deleting or moving release steps.

      Click [OK] to set the modified sharing process for the folder or document.

If you have changed the release process for a folder, it now applies to all the documents and folders it contains, unless you have specified a release process for these documents and folders individually. Even if a document is already in review, the release process remains as it was set when the release was started - even in the case of a new review after rejection.