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Defining Approval Rules

Defining Approval Rules

To define a new approval rule, navigate to Managed Documents > Administration > Approval Rules and click New.

Field Description
Name A unique identifier for the approval rule.
Active A check box indicating whether this approval rule is used.
Condition A condition builder that determines which documents use this approval rule.
Description A short description of the approval rule.

Once the approval rule is saved, the Approvers related list defines which approvers are added if the conditions in the Condition field are met.

The following approval rules are available in the base system.
Name Condition
Internal policy type=Policy ^ audience=Internal
Development policy type=Policy ^ department=Development

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