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Procedure documentationUpdating Approval Templates Locate this document in the navigation structure

 

As an authorizer (manager/senior member) you can modify approval templates, but the stages of an approval template cannot be deleted once documents are created using that approval template. For example, you can modify to which document the approval template applies.

Procedure

  1. Choose   Administration   Approval Procedures   Approval Templates  .

    The window is opened in the Add mode. To search for an existing approval template, switch to the Find mode.

  2. Use the search functions to locate an existing approval template, and modify it if necessary.

  3. To save the changes, choose the Add button.