The Removal of a User from a User Group selected within a Document's Approval Workflow

If you have removed a User from an already Existing User Group that has been selected within a Document's Approval Workflow there may be certain effects on the Document.

This article will explain the possible effects on a Document's Approval Workflow when a User is removed from a User Group in Settings.

Document Not Currently Going Through A Document Approval Workflow

If a User is removed from a User Group when a Document is not currently going through an Approval Workflow, nothing will happen to the Document.

Removing a User from a User Group will not start a Document Approval Workflow.

The User will simply be removed from the Approval Workflow in the Document.

Document Currently Going Through a Document Approval Workflow

If a User is removed from a User Group when a Document is currently going through an Approval Workflow, the User will be automatically removed from the Approval Workflow.

The User will no longer have a 'My Action' to complete, either 'Review' or 'Approve' the Document, depending on the User Group Role within the Approval Workflow.

 

If the User who has been removed was the last outstanding:

Reviewer

- The Document Approval Workflow will move straight to the Approvers and those marked as Approvers will be notified via email.

Approver

- The Document Approval Workflow will move straight to Document Approved and those marked as Notify of Change will be notified via email. 

Related User Guide Articles:

- Removing a User from a User Group

- Document Approval Process