Assigning approvers to district templates

When building a District Template, you will have access to two approval workflows, [Document Approval Steps] and [Response Approval Steps]. Select the desired approval workflow and click Add/Edit Approval Steps to add a step to it.

Click “Add an Approval” and select a user from your organization(s).

Next, you can add additional users to the same step or repeat the process in Step 2. Each user can also be marked as “FYI Only” so that they receive a notification but are not required to take any action on the approval process.

If approvers are broken into steps, the previous step must be fully approved before the following step initiates its approvers.