How to Create an Approval Matrix

Click here to view the "Create an Approval Matrix" Video

Step #1

Click here to Create an Approval Matrix

Step #2

Click "Approval Matrices"

Step #3

Click "Create Approval Matrix"

Step #4

Enter the “Name” for your Approval Matrix. The name can reflect how you organize approvals in your organization, such as by document type or by department.

Step #5

Click "Create Approval Matrix"

Step #6

Click to assign the appropriate departments, individual users, or both to each stage or the document approval process. 

Step #7

Click to select the "Signature Type".  The signature types can be "User" or "Department". 

Step #8

Click here to select the "User" or "Department"

Step #9

Click to Add

Step #10

Repeat this process for each document approval stage.

Step #11

Click "Save Approval Matrix"