Approvers (Template)
Important: This step is completely optional.
Use this step to assign optional or required approvers to the template.
- If multiple sites exist, select a site containing one or more approvers you want to assign.
- Select one or more approvers (to select approvers by approver group, job title or department, see Other Ways to Select Writers, Reviewers, and Approvers).
Note: To remove an approver from the Selected Users box, click the approver's name, and then click .
- (Optional) When you're finished adding approvers from the current site, repeat steps 1 and 2 to assign approvers from other sites.
- (Optional) To make an approver a required assignee, in the Selected Users box, click the approver's name, and then click Make Required.
- (Optional) As you assign approvers, they are all assigned to level 1 of the approval status, meaning that they will all receive an approval task at the same time when the document is submitted to approval. If you want the document to go to approvers in a specific order, click New Level to create additional approval levels. See Working with Levels (Template) for details.
- Do one of the following:
- To continue with assigning properties, click Next Step, and then go to Assignees (Template).
- To stop assigning properties and finish later, click Options, and then click Save and Close. (When you are ready to continue with assigning properties, go to Editing a Template.)
- To work on the template's document content, click Edit Document (see Adding Document Content to a Template).