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Approvers Step for Questionnaire Templates

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 a selected approver, 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 required, click the selected 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 questionnaire is submitted for approval. If you want the questionnaire to go to approvers in a specific order, click New Level to create additional approval levels. See Working with Task Levels (Template) for details.

Do one of the following:

To continue with assigning properties, click Next Step, and then go to Assignees Step for Document Templates.
To work on the template's document content, click Edit Document (see Adding Document Content to a Template).
Click Options, and then click Save and Close.