User Guides

Defining a Approval Process

To define approval process on individual file

  1. Select Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click on file name to open file details page. This page will show all the basic details of the file.
  4. Click “Approval Settings” OR “Request Approval” button located on right side menu
  5. If folder level approval process is defined, then it will show that process. In that case click “Modify” button
  6. Follow steps 5 to 8 in “To define approval process” section