Setting Up Internal Approval
If your template was created after June 2024, please contact us at support@documill.com to enable this feature.
Feature only available via an Engage license.
To enable Internal Approvals, navigate to the template settings and then to the Internal Approval tab.
Define a criteria that will trigger the internal approval, and at least one internal approver user or group.
Optional Settings for the Internal Approval Process
You have completed the setup for the internal approval process, and you can proceed with testing.