Approvals in SharePoint Online

On of the features of SharePoint in general are approvals. This means that document updates can only ‘go live’ once they have been approved. This functionality is not enabled out of the box. So how do you configure this?

In this case I’ll show you how approvals work with a Document Library in SharePoint Online.

image

Navigate to the Document Library in question as a SharePoint Administrator and select the LIBRARY tab at the top left of the page.

image

This will expose the Ribbon Menu. On the right of this menu select the Library Settings button.

image

Under the left hand General Settings column select the link Versioning settings.

image

At top of the page, in the Content Approval section select Yes for Require content approval for submitted items.

image

After selecting this the section lower down, Draft Item Security will be enabled. It is generally recommended that you leave this at the default of Only users who can approve items (and the author of the item).

Press the OK button at the bottom of the page to continue.

image

If you now return to the Document Library you will find that an extra column, Approval Status, has been added.

image

If a user now uploads a document to this library they will see that it’s status is Pending. At this point only the user and an administrator can see the document in the library.

image

To approve the document, a user with rights needs to select that document and either from the Ribbon Menu or the ellipse as shown above select Approve/Reject.

image

They can then make their selection of Approval Status, leave a Comment and press the OK button.

image

When users now view the Document Library they will see the document (provided it has been approved) and it was last modified by the person who approved it.

image

So who can approve by default? To do so you’ll need to have at least Design rights.

image

You can of course create new permission levels and assign them. In which case you will need to check the Approve Items option shown above.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s