Specify an approver
You can specify approvers for a document record after you save it.
Before you begin
Role required: document_management_admin
or
Role required: document_management_user
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
Navigate to the document record.
Select the additional actions icon
Additional Actions icon and select **Add Approver**.
Add a user name.
Select a sequence number from the drop-down list.
Lower numbers approve before higher numbers. For example, approver number one approves before number two.
Click Add User.
Repeat steps 2-5 to add more approvers.
Parent Topic:Create or request a new document