HOW TO ADD APPROVAL STAGES AND TEMPLATES

Prerequisites

a. Authorization to Add Approvals

Steps:
a. Create approval stages for the document.
1. Go to Administration > Approval Process > Approval Stages
2. It is already in add mode so just fill in:

(1) Stage Name and Stage Description

(2) Approvals Required and Rejections Required
(3) Authorizer.

Click on the small circle and it will lead you to the Users List window. Choose which
user is going to be the Authorizer/Approver.
 Then click on “Add”.

If the document only needs one approval from either of the two authorizers, then only indicate “1” in
the Approvals Required field.

b. After adding the Approval Stages, proceed in creating an Approval Template.

1. Go to Administration > Approval Process > Approval Templates

2. It is also already in add mode so just go ahead and fill in the Name and Description.
Make sure that the active box is ticked.
3. Click on the small circle under the user column in the Originator Tab. Choose a
particular list of users or all users that are assigned to create the document.

4. When the users are added on the list, go to the Documents Tab.

5. In the Documents Tab, tick on the applicable document that will undergo approval.
Once done, go to the Stages Tab.
6. In the Stages Tab, click on the small circle under the Stage Name column. Choose the
previously added approval stage pertaining to the template. Once done, proceed to
the Terms Tab.

7. In the Terms Tab, click on either:

a. Always, if all documents should undergo approval and no condition is set for the
approval.
b. When the Following Applies, if approval is conditional.

8. Add the Approval Template.

c. Once done, your approval process is now in place. All future documents created will
now undergo approval based on the created Approval Stages and Templates.

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