You have probably already seen the option in Project Insight to upload a file on a work item like a task, issue or project. If your process requires another "set of eyes" or official approval on a document, the PI Approval item is right up your alley!
- Make sure the Approvals Add-Ons installed
Step 1: upload the file
Step 2: navigate to File Details Page
- Click "Add" Approval on the File Details Page
Step 3: create, activate and send the Approval!
- Follow Add an Approval steps
- Your Approval will now appear in "Related Items" on the File Detail Page
- A notification will go out to the Approver(s)
- A notification will come to you once they Approve