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| fileapprovals [2018_08_01 21:56] – copied from blog https://blog.storagemadeeasy.com/streamlining-document-workflows-across-data-silos-with-feedback-and-approvals/#more-5479 steven | fileapprovals [2024_02_28 01:03] (current) – external edit 127.0.0.1 |
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| {{ ::fileapprovals:intro-picture.png?600 }} | {{ ::fileapprovals:intro-picture.png?600 }} |
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| Bob has written a Resource Plan as part of the 2018 budgeting process. He needs to have it approved by his manager, Sue. Bob has saved the resource plan, which happens to be an Excel workbook, in an SME folder on S3 that Sue has shared with him. He right-clicks on the file and selects the “Request approval” option. In the dialog box that pops up he selects Sue as the approver, and writes her a quick note in the Comment area. Then he clicks the “Request” button. | Bob has written a Resource Plan as part of the 2018 budgeting process. He needs to have it approved by his manager, Sue. Bob has saved the resource plan, which happens to be an Excel workbook, in an NAA folder on S3 that Sue has shared with him. He right-clicks on the file and selects the “Request approval” option. In the dialog box that pops up he selects Sue as the approver, and writes her a quick note in the Comment area. Then he clicks the “Request” button. \\ \\ |
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| {{ ::fileapprovals:request-approval.png?600 }} | {{ ::fileapprovals:request-approval.png?600 }} \\ \\ |
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| As soon as as Bob requests the approval two things happen: The file becomes read-only, and an “Approval requested” label appears next to the file name. | As soon as as Bob requests the approval two things happen: The file becomes read-only, and an “Approval requested” label appears next to the file name. \\ \\ |
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| {{ ::fileapprovals:approval-request-tag.png?600 }} | {{ ::fileapprovals:approval-request-tag.png?600 }} \\ \\ |
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| A moment later Sue sees a message in her browser and her email inbox telling her that Bob has requested that she approve a file. | A moment later Sue sees a message in her browser and her email inbox telling her that Bob has requested that she approve a file. \\ \\ |
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| {{ ::fileapprovals:message-request.png?600 }} | {{ ::fileapprovals:message-request.png?600 }} \\ \\ |
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| Sue reviews the file, and then clicks either “Approve” or “Reject”. If she rejects the file she can enter a comment explaining why. | Sue reviews the file, and then clicks either “Approve” or “Reject”. If she rejects the file she can enter a comment explaining why. \\ \\ |
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| {{ ::fileapprovals:menu-approve.png?300 }} | {{ ::fileapprovals:menu-approve.png?300 }} \\ \\ |
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| Either way, Bob gets a message telling him what Sue decided. | Either way, Bob gets a message telling him what Sue decided. \\ \\ |
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| {{ ::fileapprovals:message-approved.png?600 }} | {{ ::fileapprovals:message-approved.png?600 }} \\ \\ |
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| If Sue rejected the file then it becomes editable again. If she approved it then it remains read-only and it gets a green check mark to show that it has been approved. | If Sue rejected the file then it becomes editable again. If she approved it then it remains read-only and it gets a green check mark to show that it has been approved. \\ \\ |
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| {{ ::fileapprovals:file-checkbox.png?600 }} | {{ ::fileapprovals:file-checkbox.png?600 }} |
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| This would be a useful process in any context, but consider some of the advantages that come from having it available on the Enterprise File Fabric: | This would be a useful process in any context, but consider some of the advantages that come from having it available on Access Anywhere: |
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| * Any kind of file – spreadsheets, Word documents, CAD drawings, etc. – can be approved this way. | * Any kind of file – spreadsheets, Word documents, CAD drawings, etc. – can be approved this way. |
| * External actions such as notifications can easily be triggered by approvals. | * External actions such as notifications can easily be triggered by approvals. |
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| We have Enterprise File Fabric customers in many industries such as construction, digital media, cosmetics, scientific research and legal services to name just a few. Our new File Approvals feature will enhance the value of the Enterprise File Fabric for all of them by helping them to work more efficiently. Please give it a try and let us know how it helps you. | We have Access Anywhere customers in many industries such as construction, digital media, cosmetics, scientific research and legal services to name just a few. Our new File Approvals feature will enhance the value of Access Anywhere for all of them by helping them to work more efficiently. Please give it a try and let us know how it helps you. |
