Internal Approval

Overview of the internal approval feature, including a common workflow example.

Instructions for enabling the internal approval feature, both at the admin and project level.

Instructions for creating an internal approval status list, as well as adding and modifying statuses (both at the admin and project level).

Instructions for adding an internal approval stage to a stage list (both at the admin and project level). Workflow customization options are also explored.

Instructions for setting internal approval stage lists on doc codes (both at the admin and project level). Routing scenarios are also explored.

Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.