Sharepoint setup with approval process and template file
Hello! Just wondering if anyone can please assist me. I have been tasked with setting up a Sharepoint approval process. We have a file that is filled in and needs to be sent to someone for approval. Once it is approved they then will populate an area in the SharePoint library with the file. We would like staff members to be send a link with the file that needs to be a template. Once this is filled out it is sent to him for approval. We do not want staff members to be able to edit the template. I have set it up and have got the approvals going, but the file is left in its last edited state. We want it to not be editable, but a copy sent to the approver. Hope this makes sense ? Thank you so much!!
SharePoint Online Question - Approval Question
Hi, While trouble shooting my document control system on SharePoint I discovered an obstacle and was wondering if anyone knows a solution. I am using a document library in SharePoint online, combined with Power Automate to create a document control system with required approval flow. I have a document library "A" that triggers the power automate flow every time a document is uploaded and checked in. With the approval required setting checked, the document enters in draft mode until checked in when it becomes pending. Then when approved or rejected, becomes rejected/approved accordingly. I have document library "B" that is not part of the document control system at all, its just a document library that we use to store random files. We discovered today that if you upload a document into library "B" and use the "move to" function to move the document to library "A", the document is approved by default upon being moved to library "A". This is obviously a gap because we need the document to be initially in draft mode, regardless of if it got moved or the user uses the drag and drop method. Is there a way to force the documents into draft mode regardless of if it got moved from a different library or not? Thanks
Sharing Sensitive data on Sharepoint Online with approval from manager
Hi guys, I have an O365 E3 License for users. trying to create the following scenario. If a document containing Sensitive information is stored on Sharepoint online/ OneDrive for Business and the User tries to share the data outside the organization then automatically it should trigger an approval process to the respective sender's manager and if the manager approves, then the recipient should able to access the shared data.