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Default Document Approval Template


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  • Sidekick (Customer)
  • 51 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?

Best answer by matt.watters

@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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2 replies

matt.watters
Superhero (Partner)
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  • Superhero (Partner)
  • 569 replies
  • Answer
  • 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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  • Author
  • Sidekick (Customer)
  • 51 replies
  • April 21, 2025

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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