Approvers

  1. Change the Stage Name, if desired. Click the Approvers tab. Refer to the screenshot above.
  2. Increase or decrease the number of approvers as per the requirement and set the stage processing type as Serial or Parallel.
  3. Check the Require eSignature check box to route the document for eSignature.

  4. Check the Notify the document owner when the document is approved or rejected on the stage checkbox to notify the owner about the document status whether Approved or Rejected.

  5. This allows the user to add users/groups as reviewers of the documents for a particular stage in the workflow.
    Note:

    It is recommended to add a Group to save configuration time.

  6. Select the user/group from the list. The selected user/group moves to the Approvers tab on the right side.
  7. Click on the Select button.

  8. Click the Delete button to delete the selected users/groups.