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Question

Default Document Approval Template

  • March 18, 2025
  • 1 reply
  • 27 views

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  • Sidekick (Customer)
  • 50 replies

I would like to setup specific Document Classes to go through a default approval by our Document Manager.  We are having trouble with users not selecting a template before submitting. 

Does this functionality exist?  If not, does anybody have an idea of how I could do a custom event to complete this?

1 reply

matt.watters
Superhero (Partner)
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  • Superhero (Partner)
  • 566 replies
  • March 18, 2025

@TTRACY yes, this is standard functionality.

In Document Class Management:

  1. Search for the Doc Class.
  2. In the Document Default Values tab, select Copy All Defaults.
  3. In the APPROVAL_TEMPLATE row, set the Override Default = YES.
  4. In the Override Value column, type in the Approval Template ID (cannot use a list here)

This Approval Template will default into each new document revision created for this class.

You cannot, though, set a global default template for all classes; it must be set for each class.


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