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?
Best answer by matt.watters
In Document Class Management:
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.
+25
In Document Class Management:
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.
Just a follow up on this.
This has worked for a default approval step for all documents in several different Document Classes (SOP, SWI, FORMS).
Our current structure is document folder SOP then sub-folder broken into Dept (SOP-OPS, SOP-EHS, etc). Each will have different people approving them based on those departments/sub-folders.
Is there a way to assign approval templates at that level? Document Class is high level. We do not want separate document classes for each department.
Right now, I have them all going to the Document Manager/Admin, then cancelling the approval, selecting the correct template, and the re-submitting.
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