Configure an Approval Element

Several steps and options are required to configure an approval element, including:

• Configuring the basic settings including the name, subject line, and instructions.

• Assigning the approval step.

• Specifying what should happen when a document is overdue.

To begin configuring an approval step, right-click the approval step node on theCanvas and click Properties. The Properties form is displayed. Use the
following procedures to configure the properties of the approval step.

NOTE: Not all workflow types have approval elements available.


TIP: Similar steps are used for setting up the name, subject line and instructions
that are described in the Procedure: Configure Properties of a Workflow. Instead
of selecting the outer workflow node, select the node on the canvas that you want
to configure and use the buttons in the Modify workflow group of the Action
Pane or right-click the node and select Properties.

Regards,
Hossein Karimi