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How Do I Configure an Approval Path?

The Approval Path is a step introduced during the document approval process within the system. It ensures that documents are fully compliant and that any forms attached to them have been completed correctly. When setting up Approval Paths in the system, users can be assigned to review and approve documents

1. On the left column, go to Settings and click Approval Paths.
2. Click New Approval Path.
3. Enter the Name and Description.
4. Select the Users from the dropdown options (you can select multiple).
5. Click Save & Submit.

To Add Users to an Existing Approval Path:

1. On the left column, go to Settings and click Approval Paths.
2. Click the approval path you want to add users to.
3. Scroll down to the Users section.
4. Click Enter Users.
5. Two sections will show Select to Add and Select to Remove with a list of users.
6. Tick the box(es) you wish to add/remove.
7. You also have the option to select all, click on the blue tick at the top of the page.
8. To deselect all, click on the red X at the top of the page.
9. Click the arrow button.
10. Click Close.
11. You can drag and drop the users to determine the order in which they can approve documents.

1. Fields marked with a red asterisk are mandatory, while those without are optional but may still be helpful to complete your task.