Administrator - Creating Approval Groups

Geeta Nagpal
Geeta Nagpal
  • Updated

Go to Main Navigation Bar Approvals Approval Groups

To add a approval group, enter the group name and click Create Group. The approval group is now added to the list, once added, its configuration can be completed by clicking the Edit Details link beside the desired group.

 

FieldExplanation
Approval Group NameHow the Group will appear when selecting a Workflow
Available For

Used to determine where the Approval Group will appear :

  • Documents (appears as an option for Contributors and Admins)
  • Agenda Packages (appears as an option for Admin when initiating the Agenda to e approved)
  • Minutes Packages (appears as an option for Admin when initiating Minutes to be approved)
Approval DeadlineEnter number of day(s) for the approver to complete the approval. The deadline does not include weekends. An email reminder will be sent for approvals past the due date. This due date applies to each step in the process.
Approval Settings for Documents
  • Use approval Settings from Documents
  • Set Pending Approval Documents as Read-Only
  • Set Approved Documents as Read-Only
  • Set Approved Documents as Read-Only

 

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