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Question

Forwarding Document Approvals

  • February 7, 2023
  • 1 reply
  • 46 views

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Is there a way in which you can choose the next approver of a document from a group, so in the below example the first approver would choose who is the next approver of the document:

 

1 reply

MikeCH
Hero (Employee)
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  • Hero (Employee)
  • 166 replies
  • February 8, 2023

Hi,

If the user has the authorisation, he or she can delete the group before a row is approved and assign a person to it under Person ID. This then looks like this:

Approval template:

 

After the change to a person:

 

Does that help?