How Do I Configure an Approval Path?
The Approval Path is a step that is implemented when approving documents on the system. This is to ensure documents are fully compliant, and forms that have been added to documents have been correctly filled. When adding Approval Paths to the system, users can be selected which will allow them to approve documents.
- On the left column, go to ‘Settings’ and click ‘Approval Paths’.
- Click ‘New Approval Path’.
- Enter the Name and Description.
- Select the users from the dropdown options (you can select multiple).
- Click ‘Save & Submit’.
To add users to an approval path:
- On the left column, go to ‘Settings’ and click ‘Approval Paths’.
- Click the approval path you want to add users to.
- Scroll down to the ‘Users’ section.
- Click ‘Enter Users’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of users.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘x’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
- The users you have selected will now be added to the approval path.
- You can drag and drop the users to determine the order in which they can approve documents.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work.