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  1. Help Center
  2. /
  3. Documents

Review and approve documents

The ball-in-court bar shows whose move it is. Approve, request changes, reject, or record a decision, straight from the document.

1 min read

Reviews in fluxems always show whose move it is. No chasing, no guessing: the document itself tells you who is holding things up and what they can do about it.

Whose move is it?

Open any document under review and the ball-in-court bar sits at the top of the details page. It is highlighted when the move is yours and muted while you wait on someone else.

Where reviews land

Everything waiting on you collects in My action queue on your dashboard. Start there each morning and you will never miss a review.

Take action

  1. 1

    Open the document from My action queue on your dashboard, or straight from the register.

  2. 2

    Read the revision, then pick your action from the ball-in-court bar.

  3. 3

    Add your comments where asked and confirm. The status updates, the change log records it, and the ball moves on.

ActionWhat it does
ApproveSigns the revision off. Approving can also set it as the current revision.
Request changesSends it back to the author with your comments.
RejectTurns the revision down. The author reworks it or withdraws it.
Record decisionLogs a decision made outside fluxems, so the record stays complete.
Mark as finalCloses the review and locks in the outcome.
Send reminderNudges whoever the ball is with, without changing anything.

Tip

Approving can set the revision as current in the same move, so the project switches to the approved issue the moment it is signed off.

Related articles

  • Update a document's statusDocuments
  • Document workflows and action requestsDocuments
  • Customise your dashboardGetting started

What's next?

Approved documents usually go out to someone. That is a transmittal.

  • Issue a transmittal
  • Set a revision as current

See it on the platform

Document control

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On this page

  • Whose move is it?
  • Where reviews land
  • Take action
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