Product: VDRPro
Applies to: Users with the Manager Plus role
You can rename the configuration and add or remove groups of requestors and approvers. When you change a configuration, only new workflow instances reflect your changes, any approval processes that are in progress are not affected by your changes.
I want to
- Rename a configuration
- Add or remove groups of requestors and approvers
Steps
- Click
Settings in the upper right corner of the screen, then select Exchange Settings.
- In the Advanced Settings section, select Workflow.
- Click Configure to display the Workflow Configuration panel.
- Click on the configuration you want to change.
- In the Workflow Configuration > Request Approval panel, make the changes.
- Click Save Changes.
- A message displays indicating that the changes will not affect existing document approvals. Click Save.