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Step 5: Approvers (Template)

Note: This step is completely optional.

Use this step to assign optional or required approvers to the template.

In the Site list, click a site containing one or more approvers you want to assign.
A list of approvers within the selected site is displayed by default. If you want to use another method for selecting approvers, see Other Ways to Select Approvers. Otherwise, select one or more approvers from the list.

Note: To remove an approver from the Selected Users box, click the approver's name, and then click .

(Optional) When you are finished adding approvers from the current site, repeat steps 1 and 2 for any other sites containing approvers you want to assign.
(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 Step 6: Readers (Template) in this guide.

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. (When you are ready to continue with assigning properties, if the template is still open click Properties Wizard , or go to Editing a Template if you need to reopen it.)

Other Ways to Select Approvers

The default approver selection method is to select individual approvers. You can also select by approver group, department, or job title.

Approver Groups

Click the Approvers tab, and then click the Approver Groups heading. If you see Multi-Site (Global) Groups or a site name preceded by , click to display group names. Select an approver group.

Notes:

A group is a combination of approvers from a single site or from multiple sites.
To assign individual approvers from a group, click the group name, and then select approvers.

Departments

Click the Departments tab, click a department, and then select one or more listed approvers.

Job Titles

Click the Job Titles tab, click a job title, and then select one or more listed approvers.