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Maintaining approval chains

An approval chain is a process that forms part of a rule within document handling workflows that determines who and/or what action results in the approval a particular process step and the conditions that apply.

An approval chain can be a single approval entry or a series of approval entries linked by AND/OR logic statements.

The approval chain entry comprises a trigger point, such as a particular piece of document content, status or individual that matches or does not match a particular criterion. The action that results from the trigger is then also set to complete the step. 

In a simple example, this could be that a particular user whose job it is to approve requisitions is identified a a criterion for approval and once completed, changes the status of the requisition to 'approved'.

Find out more

Adding an approval chain

Managing document handlers

Setting document handling rules

Managing document messages

 

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