Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Status
colourGreen
titleRELEASing soonRELEASED 2023-08-19

#1 Sequential Approvals

With this update, eSign Document Management now supports Sequential Approvals.

  • Sequential approvals require each reviewer to sign and approve in series, one after the other.

  • The eSign Document Header macro has been updated to display sequential approvals with the state of each Approved, Open and Waiting review.

  • Sequential approval is enabled per document type within Space Settings. By default all document type approvals are parallel (sign in any order).

    Image RemovedImage Added
  • If a prior approval is reopened or rejected all subsequent approvals will also need to be re-approved. For example, if reviewer 1 and 2 have both approved the document, but reviewer 1 later reopens the review, the approval of reviewer 2 will be cancelled and that user will need to sign again. These changes are tracked in the audit trail.

...