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 - eApproval

Applying an approval process template is a swift process.

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

2. Click eApproval Flows/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 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 eSignature Flows/Groups.

3. The Document Template: Signature Process Flows/Groups page displays. If a template process is to be used for the document, 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.