---
title: "Initiating an eApproval"
slug: "initiating-an-eapproval"
updated: 2024-01-30T19:09:14Z
published: 2024-01-30T19:09:14Z
canonical: "wiki.cobblestonesoftware.com/initiating-an-eapproval"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Initiating an eApproval

### **Initiating an eApproval**

**Initiating an eApproval Process**

Once a template has an eApproval flow configured, the participants can be finalized and the process can be initiated from the created document package.

![E-Approvals on Side Menu of Document Template](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/E-Approvals.png)

**Confirm the E-Approval Flow/Group**

1. Click **E-Approval Flow/Group**.

2. Click the **Carat** for the desired group.

![Approval Group on Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Set%20Participant.png)

3. Click **Set Participant**.

4. From the **Select Participant** pick-list, select the desired participant.

![Set Participant](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/initiating-an-eapproval-image-uehbmz2c.png)

5. Click **Alter Participant**.

6. Repeat as necessary for other Approval Groups.

**Starti****ng the E-Approval Process**

1. On the side menu, click **E-Approvals Processing**.

2. The Process Manager screen displays.

![Process Manager](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/New%20Approval%20Process.png)

3. If all participants have been set, **New Approval Process** and **Assigned Participants** will both display as Validated. If they are not Validated, check the assigned participants.

4. Click **New Approval Process**.

![Approval process Info](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/initiating-an-eapproval-image-65zi3x0u.png)

5. Set all options - paying special attention to the **Approval Type**.

![Approval Type Dropdown](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Approval%20Process.png)

**Approval Type** has two options:

**Acknowledge Only**: Only receipt of the document is required

**Full Approvals**: The document must be reviewed and then attested to for approval of the document.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/initiating-an-eapproval-image-09824lp0.gif)