Initiating an eApproval Process
Once a template has an eApproval flow configured, the participants can be finalized and the process can be initiated from the created document package.
![](/images/2019%20Images/Doc%20Collab/Initiating%20eApproval/1%20DocEApprovalSet.png)
Confirm the E-Approval Flow/Group
1. Click E-Approval Flow/Group.
2. Click the Carat for the desired group.
![](/images/2019%20Images/Doc%20Collab/Initiating%20eApproval/2%20SetParticipant1.png)
3. Click Set Participant.
4. From the Select Participant pick-list, select the desired participant.
![](/images/2019%20Images/Doc%20Collab/Initiating%20eApproval/3%20SetParticipant2.png)
5. Click Alter Participant.
6. Repeat as necessary for other Approval Groups.
Starting the E-Approval Process
1. On the side menu, click E-Approvals Processing.
2. The Process Manager screen displays.
![](/images/2019%20Images/Doc%20Collab/Initiating%20eApproval/4%20ProcessMgr1.png)
3. If all participants have been set, New Approval Process and Assigned Participants will both display as Validated. If they are not Validated, check the assigned participants.
4. Click New Approval Process.
![](/images/2019%20Images/Doc%20Collab/Initiating%20eApproval/5%20ProcessMgr2.png)
5. Set all options - paying special attention to the Approval Type.
![](/images/2019%20Images/Doc%20Collab/Initiating%20eApproval/Approval%20Type2.png)
Approval Type has two options:
Acknowledge Only: Only receipt of the document is required
Full Approvals: The document must be reviewed and then attested to for approval of the document.
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