Teams - Manage Document Approval Tutorial
Easily manage your document approvals with our solution. Learn how to receive notifications, approve requests and view approval history. Perfect for approvers looking for better document management.
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
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Recover deleted items
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Recall or replace an e-mail message
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Make changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Generating Loop Content with Copilot
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Send invitations or reminders with Copilot
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Generate formulas from a concept
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
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Prepare for Time Out of Office (Viva Insights)
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Respect Your Colleagues' Off Hours (Viva Insights)
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Delay Email Delivery
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Use Conversation View
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Automate Routine Actions
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Create an Email Template
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Create a task from a message
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Share a task list
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Create a task or reminder
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Task Module Overview
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Insert Elements in Emails (Tables, Charts, Images)
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Attach files efficiently in Outlook
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Process an incoming message
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Send an Email and Create a Draft in Outlook
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Organize into Folders
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Set Your Work Hours in Outlook
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Create and add a signature to messages
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Manage new message notifications
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Introduce the new version of Outlook
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Survey Consumer Satisfaction Panel with ChatGPT
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Enhance Your Product on Social Media with ChatGPT
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Write a Product Description with ChatGPT
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Structure Your Product Launch Project
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Initiate a Market Research Study with ChatGPT
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Manage Storage Space
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Synchronize Your Teams and SharePoint Files on Your Computer
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Use Documents in a Synchronized Library Folder
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Make a File Request
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Restore Your OneDrive Space
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Best Security Practices on OneDrive
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Use Recycle Bins to Restore Documents
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Search for Documents
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Share and Collaborate OneDrive
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Power and Manage OneDrive
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What is OneDrive ?
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Objectifs :
This video aims to guide users through the process of approving requests within the activity tab, ensuring they understand how to verify request data and take appropriate actions based on their assessment.
Chapitres :
-
Introduction to Request Approval
In this section, we will explore the process of handling approval requests. Understanding this process is crucial for maintaining workflow efficiency and ensuring that all requests are properly evaluated. -
Accessing Approval Notifications
To begin, navigate to the activity tab where you will find notifications for approved requests. Click on the notification to automatically open the request for approval. If the request does not open automatically, you can manually access it by clicking on the notification and then going to the 'Received' tab. -
Viewing Approval Requests
Once in the 'Received' tab, a list of approval requests will be displayed. You can find all requested approvals by looking for the requested status. This allows you to easily identify which requests require your attention. -
Verifying Request Data
By clicking on a specific request, you will access the approval window. It is essential to verify that the request data is correct. If necessary, you can add comments to provide additional context or feedback regarding the request. -
Taking Action on Requests
If you believe that the request should not be approved, you have several options: you can reject the request or reassign it for further review. However, if everything appears correct, simply click on 'Approve.' This action will change the request status to 'Approved.' -
Conclusion
In summary, the approval process involves accessing notifications, verifying request data, and taking appropriate actions based on your assessment. By following these steps, you can ensure that all requests are handled efficiently and accurately.
FAQ :
What should I do if I receive a notification for an approved request?
You should click on the notification to automatically open the request for approval. If it does not open, go to the Received Tab to find the request.
How can I verify the request data before approval?
You can review the details in the Approval Window. Ensure all information is correct before proceeding.
What actions can I take if I believe a request should not be approved?
You can choose to reject the request or reassign it to another user for further review.
What happens after I click 'Approve' on a request?
The request status will change to 'approved', indicating that it has been accepted.
Can I add comments to a request?
Yes, you can include comments in the Approval Window if you need to provide additional information or feedback.
Quelques cas d'usages :
Request Approval in Project Management
In a project management setting, team leaders can use the approval process to manage resource requests. By verifying request data and approving or rejecting them, they ensure that resources are allocated efficiently.
Streamlining HR Processes
HR departments can utilize the approval system to handle employee requests for leave or benefits. By reviewing requests in the Activity Tab, HR can maintain accurate records and ensure timely responses.
Financial Approvals in Accounting
Accountants can apply the approval process to manage expense reports. By verifying the request data and approving them, they can ensure compliance with company policies and maintain financial integrity.
IT Support Ticket Management
IT departments can use the approval workflow to manage support tickets. By reviewing and approving requests for software or hardware, they can streamline operations and improve response times.
Glossaire :
Approved Request
A request that has been officially accepted and is ready for further action.
Activity Tab
A section in a software interface where users can view notifications and updates related to their tasks or requests.
Notification
An alert or message that informs users about updates or actions required regarding their requests.
Received Tab
A section where users can view all incoming requests that require their attention.
Approval Window
The interface that allows users to review and approve or reject requests.
Request Data
The information associated with a request that needs to be verified before approval.
Comment
A note or feedback provided by the user regarding a request, which can be used for clarification or additional information.
Reject
To decline a request, indicating that it does not meet the necessary criteria for approval.
Reassign
To transfer a request to another user for further action or review.
Approve
To accept a request, indicating that it meets the necessary criteria and can proceed.
Request Status
The current state of a request, which can be 'pending', 'approved', or 'rejected'.