Has anyone added an approval template to a document class?
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Hi,
You can use Document Management\Basic Data\Document Class Management window for this purpose.
- Open Document Management\Basic Data\Document Class Management.
- Query for your document class.
- Open Document default values tab.
- If there are no values, RMB Copy all defaults. But if the parameters are already there, you can ignore this step.
- In DB Column chose APPROVAL_TEMPLATE – Here the default approval template fetched from the Document Management\Basic Data\Document Basic\Document default values tab will be displayed.
- If you want to enter a specific approval template for this particular class – you can select the check box “override default” and enter the new template in “override value” column.
- Approval templates are defined in Document Management\Basic Data\Document Basic\ Approval templates tab.
Best Regards,
Thilini
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