Managing Generated Documents: E-Approval Flows & Groups

Authorized users can manage the E-Approval Process and its participants that have already been defined on the template side. Authorized Users can add new participants to the already-defined E-Approval Flow Steps and/or edit the participants who had previously been assigned.

From this page, users can perform the following actions:

1. Add Participant: Authorized Users are able to add a participant to a flow step that has already been created. Users cannot create or add a new flow step to a generated Document Package; however, they are able to assign additional employees, roles &groups or client/vendor contacts as participants in one.

2. Set Participant: Authorized users are able to set a new or change a participant for a flow stop. Participants that can be assigned include individual employees, roles & groups or client/vendor contacts.

Next, click the E-Approval Processing link.