approvers

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Scott Goldstein

• July 15, 2021 13:47

Can you create the options to be able to change the workflow in the document and not just in the template?  Its not very helpful if an approver is out of office and I cannot take them off the approval list.  You can also allow one of the approvers to approve for someone if they are out

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  Rocky Dohmen

  • July 15, 2021 17:58

  Hi Scott, 

  At this time there is no way to edit the approval list within the document level. However, on the template level, you can create approval groups, this allows for approval to be sent to multiple people. 

  I would recommend adding this to our Idea Portal so the Dev team is aware of the need and other clients can vote on your idea. 

   

  Thanks!

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