Set of document for approval.

I have to send set of documents for approval to my client which are PDF format. For example :-
1) Project A - Total 5 Documents (PDF format)for Approval
2) Project B - Total 6 Documents (PDF format) for Approval
Like this daily I have to send 6 o 8 projects document to my client for approval in one set. I think I can use Document set for approval but not sure. Please advice.

Thanks Redecca,
I've created the document set and its working fine. Only I'm facing issue with Permission.
I've created Document Set in Document Library in SharePoint 2013. Here for this document set I've created
OOTB workflow from SharePoint Ribbon. So here User A will upload the document and User B will review put comment and approve or reject.
I've admin access so in the Document Library Setting "Permissions for this document library " I
clicked on "Inherit the Permission" and added these users A & B with Design access.
Now user A is able to login and upload the files in document set but to create or use the Document Set which
I've created he is getting error "Sorry, you don't have access to this page".
Now here I want to give access to user A and B only for the Document Library so they can access/use the Document
Set which I've created, Upload the Document and user B can approve it. Also here in Left Navigation I want to show user A & B "Task" option which is also not showing to view the "Approval Status".
Before your post I posted this issue on below link as its look like different request. Could you please have a look and advice please.
https://social.msdn.microsoft.com/Forums/en-US/0d460adb-c914-45d6-a637-61fc3fea5595/how-to-provide-access-only-for-document-set-to-upload-and-approve-the-documents?forum=sharepointadmin

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Do you have Sharepoint Standard License?
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Two log-ons before viewing the PO document for approval.

Hi Workflow Experts,
We have a problem wherein the system requires the PO approver to log-on twice before viewing the PO for approval.
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DESCRIPTION OF REQUIREMENT:
Step 1. A purchaser creates a Purchase Order and saves it.
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I hope you can help me soon. THANK YOU VERY MUCH IN ADVANCE...

For this you have use Single Sign On. This the business needs to decide. If the user is only facing the issue then the Single Sign On is not working. Search the SDN with Single Sign on and probably ask the appropriate team to allow this user to do SSO.
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Is there any chance to park document for approval

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Hi Supriya,
Pick any one of the following T Codes
F-02, F-22, F-43
After entering the Invoice details, go to menu bar. There select DOCUMENT > PARK. Then it will display a message "Document no ******* was parked". Remember the document number.
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Is it a basic or criteria workflow?
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http://jonathanhult.com

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If you are looking for event logs for Document open/edit you can use "Audit Logs". For more information check these links:
http://social.technet.microsoft.com/Forums/en-US/3217c715-3ba7-4925-a18e-d7b01ceee71b/-is-it-possible-to-set-alert-on-open-document-event?forum=sharepointadminprevious
http://sharepoint.stackexchange.com/questions/9315/view-document-event-for-document-library
***If my post is answer for your query please mark as answer***
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Now I want to remove this validation and add approval for this.If the rule is violated ,then the document will go for approval.In SAP I have created query for approval as,
SELECT DISTINCT 'True' FROM OITM WHERE ITEMCODE=$[$38.1] AND U_Discount_Percent < $[$38.15]
UNION
SELECT (CASE WHEN $[$38.14]<>(select price from itm1 where itemcode=$[$38.1] and pricelist=(select listnum from opln where listname='Sales price list' ))
THEN 'True' ELSE 'False'            END)
Here I am getting the price as varchar.Is it possible to call stored procedure SBO_SP_TransactionNotification from query ?

Hi Dilip,
I have tried the following query for approval :
SELECT 'TRUE'
FROM OITM JOIN ITM1 ON OITM.ItemCode=ITM1.ItemCode
JOIN OPLN ON OPLN.ListNum=ITM1.PriceList AND UPPER(LTRIM(RTRIM(OPLN.ListName)))='SALES PRICE LIST'
WHERE OITM.ItemCode =$[$38.1.0] AND $[$38.14.NUMBER] != ITM1.Price
It works for all the lines in Sales Order.Even If there is a single item with Price before Discount not equal to Sales Price List Value,
System will send the document for approval.
I have put the condition $[$38.14.NUMBER] ! = ITM1.Price assuming that the price in SO should be exactly equal to Sales Price Price List .
Try this query at your end and let me know the result.
Thanks and Regards,
Pooja Singh.

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hi how can we change the status of an archived document in KM after it has gone thru the approval process.
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Hi Venu,
have a look under System Administration - System Configuration -- Knowledge Management -- Configuration --Content Management -- User Interface -- Commands -- UI Command Groups -- StatemanagementGroup.
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Hi,
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Hi guys!
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Peter,
I think without coding no way.
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Hello All,
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Hi,
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The UWL interacts with (task) item providers through specific connector. The connectors perform basic mapping of attribute values and determine the work item type and execution method. Connectors also help in connection to object and attachment repositories to retrieve additional custom attributes or attachments.
The UWL comes with standard provider connectors and it is possible to configure their detailed behavior based on work item types.
The connectors that are configured by default with UWL are:
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Both connectors are configured by default, so both Collaboration Tasks and KM Recent Notifications show up in the UWL by default. Removing the connectors will remove the corresponding items from the UWL.
ActionInboxConnector
This connector relates to the Notifications received by UWL from Knowledge Management (KM).
The ActionInboxConnector provides KM Recent Notifications into the UWL Notification tab, which include document feedback, subscription items, subscription administration, and document approval notifications; in addition, checked out documents appear under Tracking, and documents for approval under Tasks.
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http://help.sap.com/saphelp_nw2004s/helpdata/en/42/12d65d4e084ac886fcdf113909d03a/frameset.htm
Inbox Service
http://help.sap.com/saphelp_nw2004s/helpdata/en/89/bbfbba3e7040c39462350fc536e651/frameset.htm
Notifications for Folders in the Universal Worklist
http://help.sap.com/saphelp_nw2004s/helpdata/en/48/ad743c74fa6449e10000000a11402f/frameset.htm
Patricio.

How to submit feedback for approval

Hi,
I want to send the feedback of a document for approval .
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Good day to all,
I am new to SharePoint but I have dived in head first due to my job.
The users I am dealing with need a solution where they can upload a specific set of named document types (example: project charter, site plan, schedule, costing approval, designs) but all documents will be scanned to PDF before being uploaded. Every stage
will have its own set of documents with the same named document types. Each document has to be checked and the approved.
I know I can use a workflow for the check and approve part.
What I don't know is how to create a "blank" document set for uploading PDF files. In other words, I envisioned that I would have a document set of sorts where I can enter common information such as the Project Number, and the Project stage, and
then I would have multiple upload fields that are named by the types above (project charter, site plan, etc.) so that the users will know exactly what documents are needed to complete the document set.
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Thanks and best regards.

Hello,
One thing to note is that the document set content type in SharePoint is analogous to a folder; you don't specify upload fields on the document set, but users can upload any number of documents to the set once it is created. You can have fields of information
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Project Number (text)
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Schedule Complete (yes/no)
Costing Approval Complete (yes/no)
Designs Complete(yes/no)
Document content type columns:
Document type (choice)
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Workflow for approving documents: rejected document

Hi expert colleagues,
at my client we are implementing the workflow functionality for approving documents (EhP2). I managed quite easily to set-up the basic workflow as described in the documentation. I have one question though, the problem is the following:
Step 1: a correction document is entered by the corporate consolidation team person 1 and a workflow is triggered
Step 2: the document is rejected by the approval agent of the consolidation unit
Step 3: the rejected document becomes available for person 1 of the consolidation team, but the person is not present that day. Another person of the consolidation team wants to pick-up the rejected document, adjust it and start the workflow again. This seems to be impossible, the rejected document can only be modified (or discarded) by person 1. Even if person 1 identifies a substitute, the substitute cannot change the rejected document.
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Thx, ewald

Hi,
you can probably assign multiple approval agents to one consolidation unit. But in the case there is a rejection by one of the agents the document goes back to the initiator.
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Set of document for approval.

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