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Initiate sequential multi-approval

A user initiates a sequential approval chain for a document. An approval task appears in the first person's Tasks list; upon approval, it passes to the next person. If anyone rejects, the chain ends. On final approval, that version of the document appears in the Versions tab with an Approved badge. Details: team collaboration.

  • User

How to initiate sequential multi-approval?

The user initiates a sequential approval chain for a document. Who can do this: User. Each step and status of the chain appear in the Tasks tab. The first person receives an approval task in their Tasks list; upon approval, it passes to the next. If anyone rejects, the chain ends. In the final approval, that version of the document appears with an Approved badge in the Versions tab.

Steps

  1. Select the file and open the Tasks tab in the detail panel.

  2. Click Start sequential multi-approval.

  3. Write what needs approval and add approvers sequentially using Add Approver (2-6 people).

  4. If an end date is required, open Options and select End date; if you want it added to your calendar, check Add to Calendar. If not required, skip this step.

  5. Click Start chain.

"Result Every step and status of the chain appears in the Tasks tab. If you set a due date, approval tasks open with that date.
"Caution Approvers must have access to the file. An approval decision given cannot be changed later.
"Tip Write the approvers' names and check Stamped approval in Options for them to sign; once done, the signature record can be downloaded.

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