Specify a unique name for the approval template.

Provide an explanation of the template.

Activates the approval template.

If an approval procedure is no longer required, deselect this option. Users who are defined as originators in an approval template cannot change this option to bypass the approval procedure.

Select this checkbox to activate the approval template for document update.

For example, a document was not generated upon approval and the document type is subject to approval. When a user subject to approval makes updates to this document, an approval procedure is initiated based on the approval template.

For information about which documents trigger approval procedures for updates, see Documents Which Trigger Approval Procedures for Updates.

Select the users to whom the approval template applies.

Specify a department to narrow the user selection to that department.

Select the stages that the approval template should contain.

Displays the name of the selected stage.

The appearance order of the stages on this tab indicates the order in which they are activated in the approval procedure. To determine the stage order, use the arrow buttons.

Specify the conditions to trigger an approval procedure. Selecting the Always option means this approval procedure is triggered as long as the originator and the document is as defined.

Selecting the option When the Following Applies displays two tables: