Administrator - Adding Users as Approval Steps in Workflows

To configure a User as an Approval step, simply click on the Add Step button in the workflow screen. In the Approver Steps screen select Add Approver from the drop-down menu.

Now fill in the form by entering details in the Approver, Admin Assistant, Delegates, and Options drop-down and click Save.

Field	Explanation
Approver	A user who is tasked with completing a step in a workflow. Allows you to add a specific user to be the approver of this document using the People Picker drop-down.
Assistants	The Admin Assistant user listed here will also receive email alerts for approval requests, so they can remind the approver, or assign delegates in the case of absence. Enter the name using the name picker field.
Delegates	The delegates listed can be assigned to review the approval request by an assistant listed above.
Options	Allow Approver(s) & Delegate(s) to edit documents Add user signature to document on approval