Document Workflow & Approvals
Learn how Workflows can to aid your document life-cycle management using process modeling and approvals.
15 min | 9 Tasks
Task 5: Insert Fixed Approval
Now we will add another type of Approval to your Workflow. Click the Flow between the “Manager Confirmation” and “Ready For Signatures” Stages. Then click the Add Approval in the right menu.
Click the new Approval symbol that has appeared on your Workflow canvas. Using the options on the right menu, modify the settings as follows:
- Change the Approval type to Fixed
- Add yourself as an Approver with permission to Edit Document
- Activate Lock current stage during the approval process
- Activate Remove approvals if a document is changed
