Meeting Workflow Actions

While in edit mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".

From a Meeting document, you can…	Preconditions	New State
Submit for Approval You finished the meeting and need the contents approved.	The meeting is in Open state. You have entered all the required information.	Pending Approval
Approve You have reviewed the meeting contents and are ready to finalize them.	The meeting is in Pending Approval state.	Approved
Reset to Open Return the meeting to the Open state.	The meeting is in the Pending Approval, Approved or Canceled state.	Open
Cancel You do not need the meeting, but want to keep the document to note that the meeting was canceled.	The meeting is in the Pending Approval or Open state.	Canceled