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review docs and clarifications RRS feed

  • Question

  • Hi i am absoultely new to SP2010.I have a req where users will upload docs in doc library and it will go for review to the supervisor.A mail would get generate to the supervisor to review the doc(no idea how to genrate the mail).Now the reviewer might come back with clarifications for the user(not user how to integrate this here,discsussion board can be used but how).I need to know how to integrate the clarification part into the reviewing thing,Finally it will get published

    Please help

     

    Friday, March 18, 2011 10:50 AM

Answers

All replies

  • Prithwish,

    As per my understanding, one way to achieve this is using workflows.

    SharePoint has three types o f workflows:

    • OOTB workflows
    • SharePoint Designer workflows 
    • Visual Studion Workflow.

    I am not sure regarding "clarifications" part, but please try OOTB "Approval workflow". 

     

    Let me know if need further assistance.


    http://farhanfaiz.wordpress.com
    Friday, March 18, 2011 11:12 AM
  • You can upload documents lots of different ways. If you want to create a UNC share you could follow these steps.

    http://social.technet.microsoft.com/Forums/en/sharepointadmin/thread/3f2c34cc-5686-4e03-ba26-092aaa29ff33

    To create a email from the creation/upload of a new document in SharePoint I would (for a new user) create this workflow in SharePoint Designer 2010.

    HEre is a link showing how to create a workflow with an email it form Designer.

    http://office.microsoft.com/en-us/sharepoint-designer-help/send-e-mail-in-a-workflow-HA010239042.aspx

    The clarifications would be done as the creations of a new tasks given to the person who is assigned the job of commenting on or clarifiying this tasks.

    THis is a link were it goes over how workflows work and how to add tasks to workflow.

    http://office.microsoft.com/en-us/sharepoint-designer-help/understand-approval-workflows-in-sharepoint-2010-HA101857172.aspx

    Good luck,

    Gary


    Gary Newman MCSE, MCT, CCNA MCDBA, MCAD, MCSA MCTS SharePoint 2007 Dev & Admin MCPD SharePoint 2010 Development
    • Proposed as answer by Chris Geier Friday, March 18, 2011 1:05 PM
    • Marked as answer by Aaron Han - MSFT Wednesday, March 23, 2011 8:45 AM
    Friday, March 18, 2011 11:26 AM
  • Thanks a ton gary and malik for your answers
    Friday, March 18, 2011 1:00 PM
  • Let us know how this goes please. I am interested to see.  Typically this type of workflow where the manager wants to route back the document to the document submitter (loop back) needs to be done in code.  The way gary proposes as allowing the manager to submit tasks back the user to add clarification is a very interesting one. Would love to see how you get this done and how it works for people
    Friday, March 18, 2011 1:07 PM
  • Hi Gary,

    Regarding the part where i need to resend back the document back to the submitter for some clarifications i am not able to find out the exact task options used to do the same.Do i need to do a bit of coding.Could you please give me some more information in details if possible.Really appreciate your help provided.!

    Monday, March 21, 2011 11:35 AM
  • Hi Gary,

    Regarding the part where i need to resend back the document back to the submitter for some clarifications i am not able to find out the exact task options used to do the same.Do i need to do a bit of coding.Could you please give me some more information in details if possible.Really appreciate your help provided.!

    Monday, March 21, 2011 11:35 AM