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"