User Guides

Modifying Approval Process

  1. Select Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click “Approval” from “More…” drop down menu located on top right corner of page
  4. Click “Modify” button
  5. Each approval step is represented in form of a light blue card
  6. Following actions are available:
    Adding a New Step

    1. Click “New Step” located below approval cards
    2. Follow steps 5 to 8 in “To define approval process” section

    Editing an Existing Step

    1. Click “Edit” located top right section approval card
    2. Follow steps 5 to 8 in “To define approval process” section

    Removing Existing Step (only possible if more than one steps are there)

    1. Click delete icon  located next to approval card
    2. Click “Confirm” button in the confirmation box to remove the approval step