General Overview
Content Sign-Off is an optional, additional phase of the Page Lifecycle that occurs between the Editable Draft and Approval Queue states.
Content Sign-Off allows Signers to be assigned to a Page. When the Page is Submitted, Signers will receive an email notification telling them to review the page.
When all signers Approve Sign-off, the Page will proceed to the Approval Queue for final Approval.
However, if any signers Decline Sign-off, the Page will revert to an Editable Draft.
Enabling Content Sign-Off
Content Sign-Off must first be enabled within a site before it can be used at the Page level.
- Navigate to Administration > Site Management > Site Settings
- Under Workflow Management, check Enable Content Sign-off
- At the bottom of the page, click Save.
Using Content Sign-Off
Adding Signers to a Draft
Once Content Sign-Off is enabled, Signers can be added to a page by an Editor.
To add signers to a draft…
- Navigate to the Sign-off tab.
- Select the desired signers from the dropdown list. Add a comment for the signer if desired.
- Save your progress.
Being an Assigned Signer
Assigned Signers are sent email notifications when a page requiring their sign-off is submitted for approval.
When a Page requires your Sign-off…
- Navigate to the Page that requires your Sign-off.
- After reviewing the Page, determine if you will Sign-off on the page.
- If so, write a comment if desired, and click Approve Sign-off.
- If not, write a comment if desired, and click Decline Sign-off.