Send Documents

Where a user has been assigned as a reviewer or approver for a document within AnovaOS™, the document will appear in the user’s inbox. The inbox contains all documents awaiting action in order for workflow progression and status updates to occur. To view the inbox:

1. Navigate to the ‘Documents’ section from the system header.
2. Select ‘Inbox’ from the left-hand navigation panel.
3. The inbox will display a list of documents currently awaiting action.
4. Each inbox entry will display relevant information, including:

• Whether the document is awaiting review or approval
• Document name
• Response due date

Review/Approve Documents

When a document is submitted for review or approval, it will be delivered to the assigned recipient’s inbox within AnovaOS™. To review or approve a document:

1. Navigate to the ‘Documents’ section from the system header.
2. Open the ‘Inbox’ from the left-hand navigation panel.
3. Select the required document to open the document page.
4. Review the document content and select the appropriate action from the banner at the top of the page, such as:

• Approve
• Review
• Reject

5. A confirmation prompt will appear, allowing confirmation of the action and the option to provide comments or feedback for the document creator.

Revoking Documents from Review

It may become necessary to revoke a document that has been sent for review or approval, for example where further amendments are required before the workflow can continue. To revoke a document:

1. Navigate to the ‘Documents’ section from the system header.
2. Open ‘Sent Documents’ from the left-hand navigation panel.
3. Select the required document to open the document page.
4. Within the top banner, select ‘Revoke’.
5. A confirmation prompt will appear, allowing confirmation of the revocation and the option to provide comments explaining the reason for revoking the document.