How to create a validation request on a file?

Learn how to create a validation request on a file.

To create a validation request on a file, go to the Documents module of a workspace.

  • Click on the three vertical dots located on the folder line.
  • Select the Validation requests option and then click Request a validation.

Fill in the necessary information:

  • Date (validate before...)
  • Name of manager (Validate by ...)
  • Description

Once this information has been entered, the participant who must validate the document is notified. There are 3 possibilities:

  • Validate
  • Questions
  • Reject

Whatever his choice, an email will be sent to the person who made the validation request and his message (optional) will appear in the comments thread of the file.