Question:

Should a reference document be Approved in PromoMats?

Answer:

Some Vaults have a specific approval workflow for the reference document.

Example:

Workflow: Start Reference Approval.
The workflow can be started from the Action menu and approved by the reviewers. 
NOTE: The user's role needs permission to start this workflow. 

Other Vaults use a state change.

Example:

Change State to: Approve for Use.
The state can be chosen from the Action menu. There is no need for approval from the reviewers.
NOTE: Change State permission is needed.

Related Documentation:

Vault Help Documentation: Vault Help  

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