Create a document approval revision rule

task brazil Updated Sep 10, 2026 1 min read create-doc-approval-rev-rule.md
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Create a document approval revision rule for the document review and approval process.

Before you begin

Role required: platform_document_management_admin or admin

Procedure

  1. Navigate to All > Documents > Approval and Revision Rules.

  2. On the form, fill in the fields.

    Field Description
    Name A unique identifier for the approval rule.
    Description A short description of the approval rule.
    Document Conditions A condition builder that determines which documents use this approval rule.
    Active Activates the rule.
  3. Select Submit.

Parent Topic:Document approval and publish process

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