Add an Approver

Contents

• Overview
• Pre-conditions
• Steps
• Notes

Overview

Find more information on how to add an approver to a document or paragraph in Clausematch.

Pre-conditions

• Document Level Permission: 'Owner', 'Editor', 'Reviewer'.
• The user to be added as an approver must have access to the document with any of the following document roles - Owner, Editor or Reviewer.
• The document type of the document has had its Approvals feature enabled.
  
  • The type can be confirmed to the left of the version number and document title.
    Contact an administrator if you believe this needs to be changed.

Steps

Add Approver to a Document:

1. Click on the Document activity icon on the right sidebar.
2. Select Approvals.
3. Start entering the approver’s name.
4. Select the user or user group as a paragraph approver*. 

Add Approver to a Paragraph:

1. Click on a paragraph.
2. Click on the Paragraph Activity icon on the right sidebar.
3. Click Approvals.
4. Start entering the approver’s name.
5. Select the user or user group as a paragraph approver*.

Notes