Coaching: Review and approve documents in the cloud using Forma Data Management

Module overview

Forma Data Management has a built-in, customizable review and approval process that helps facilitate communication. The approval workflow feature enables document managers to facilitate, control, and automate the distribution of documents to project members.

This content takes approximately 25 minutes to complete. By the end, you should be able to:

• Create an approval workflow
• Create a review in Forma Data Management
• Review the documents using comments and markup
• Understand how to take a document set through a review process