Approval and Signature Process Templates

Approval and Signature Process Templates   

Approval and eSignature Flows/Groups: Process Templates

If a set of approvers and/or signers are going to be applied to multiple templates and the option Document Collaboration add-on module is in use, a system administrator can define Process Templates for easy application of those pre-defined flows/groups for approval and signature respectively.

Navigate to Process Templates

Navigate to the Document Authoring Process Template List via Manage/Setup - Document Templates - Process Template List.

Process Template List

The process template list contains numerous options and data:

A. Create New Process: Navigate to a page to define a new process template

B. Process List: Return to the Document Authoring Process Template List page

C. Copy Process Template: Quick copy the selected process template (useful if only needing to make a few changes)

D. Select Area: Module/Area selection for process templates (just like those for advanced document templates)

E. Line Item Details: Each process template for the selected area/module displays. System admin users can delete and manage/edit the process template and preview the details relevant to it.

Applying a Process Template - E-Approval

Applying an approval process template is a swift process.

1. Navigate to the document template for which the approval process is to be applied.

2. Click Approvals & Signatures and the tab will default to E-Approval Flow/Groups.

3. The Document Template: Approval Process Flows/Groups page displays. If a template process is to be used for the document, in the Approval Settings window Approval Process Template field, select the applicable template process.

4. Click Update. The process template is applied.

Note: If using a process template, individually defined groups cannot be defined additionally.

Applying a Process Template - eSignature

Applying an approval process template is a swift process.

1. Navigate to the document template for the which the signature process is to be applied.

2. Click Approvals & Signatures

3. Click E-Signature Flow/Groups tab

3. The Document Template: Signature Process Flows/Groups page displays. If a template process is to be used for the document, click Signature Settings button and in the Signature Process Template field, select the applicable template process.

4. Click Update. The process template is applied.

Note: If using a process template, individually defined groups cannot be defined additionally.