Specify an approver

You can specify approvers for a document record after you save it.

About this task

You can have one approver or multiple approvers. For example, set multiple approvers to have one person do a quality check of the document and a different individual to serve as a final approver. Approvers are assigned a number. The lowest number (usually number one) approver always goes first, then any other approvers in ascending chronological order. Multiple approvers can have the same sequence number. For example, two approvers can do a quality check and be assigned sequence number 1. Then, two individuals can be final approvers and be assigned sequence number 2.

Procedure

  1. Navigate to the document record.
  2. Right-click in the document header bar and select Add Approver.
  3. Add a user name.
  4. Select a sequence number from the drop-down list. (Lower numbers approve before higher numbers. For example, approver number one approves before number two.)
  5. Click Add User.
  6. Repeat steps 2-5 to add more approvers.