Approval Templates
Create template approval workflows to run a pre-defined approval process on digital assets amongst your team
Last updated
Create template approval workflows to run a pre-defined approval process on digital assets amongst your team
Last updated
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Approval Settings allows setting deadlines for each approval stage to keep everything on schedule, while tracking each asset's approval progress and getting notified when action is needed.
👉 Navigate to: click on ‘Approvals’ on the left navigation bar (thumbs up icon on the left navigation bar) => Select ‘Approval Templates’.
Users can see all the existing approval templates in the account or create a new approval template.
👉 In the ‘Approval Template’ tab, click on the ‘Create’ button (plus sign). You will see a pop-up window appear with options to configure the new approval form.
👉 Admins can then customize the appropriate approval process and stages the approval must go through including:
Owner
Owner of the approval template workflow
Template Name
Name of the approval template workflow
Stages
Stage the approval workflow must go through. You can add, delete, and reorder stages in the desired order.
Versions
You can specify the specific version of the asset that needs to be reviewed and approved at each stage of the approval workflow
Reviewers
People appointed to review and comment on properties during a specific period.
Approvers
Who need to review and leave comments on an asset during a particular stage as well as approve the stage and progress it to the next stage of approval.
Stage Due Date
Can be set to determine when a particular approval stage is required or due to be reviewed and approved by the approver(s).
Add External Approver
Allows you to add users outside your organization to the approval process by entering their emails.
This Stage Requires Approval
Set requirements for a specific stage, ensuring assets must be approved at that stage before moving to the next stage.
👉 Admin can create different approval templates to suit different asset types. Using approval templates simplifies the digital asset approval process across your organization, saving time and ensuring consistency.
If you have any questions, don't hesitate to ask, we're always here to help!