- Modify an Approval Workflow
NOTE: Only users with Site Admin permissions can edit Approval Workflows.
NOTE: When you replace 1 Approver with a new Approver and update all in-progress documents, the new Approver will receive a notification email for their document(s) on the following Monday.
- Under the Admin tab, locate Approval Workflows under the Site Data column.
- Locate and click the Edit button at the end of the Workflow to be edited.
- Make adjustments to the Workflow as desired by adding or removing Approvers, steps, and/or committees. Save the changes when complete.
- If there are documents assigned to the workflow that are pending approval, you can select to update them in place without restarting the workflow: