Shefali DK (Talk | contribs) |
Shefali DK (Talk | contribs) |
||
| Line 6: | Line 6: | ||
<div><div style="float:left;width:68%;"> | <div><div style="float:left;width:68%;"> | ||
Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can approve or to reject a Template. | Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can approve or to reject a Template. | ||
| + | |||
| Line 16: | Line 17: | ||
2. '''Click '''the eye icon on the far right of the Template that you want to approve and which is listed as "Approval for [template name]". The "Templates" Details page opens''.'' | 2. '''Click '''the eye icon on the far right of the Template that you want to approve and which is listed as "Approval for [template name]". The "Templates" Details page opens''.'' | ||
<div class="image-green-border">[[File:8.0-Template Management Approval My Task1.PNG|720px|8.0-Template Management Approval My Task1.PNG]]</div> | <div class="image-green-border">[[File:8.0-Template Management Approval My Task1.PNG|720px|8.0-Template Management Approval My Task1.PNG]]</div> | ||
| − | 3. '''Click "'''Download"'' ''to download the Template and "Edit" to edit the Template. | + | 3. '''Click "'''Download"'' ''to download the Template and "Edit" to edit the Template on the far right in the title bar. |
| − | <div class="image-green-border">[[File:8.0-Template Management Approval Template Details.PNG|720px]]</div> | + | <div class="image-green-border">[[File:8.0-Template Management Approval Template Details.PNG|720px|8.0-Template Management Approval Template Details.PNG]]</div> |
4. '''Click "'''Approve". The "Add Note" drawer opens. | 4. '''Click "'''Approve". The "Add Note" drawer opens. | ||
| Line 23: | Line 24: | ||
6. '''Click "'''Add". The status of the Template changes to "Approved". | 6. '''Click "'''Add". The status of the Template changes to "Approved". | ||
| − | <div class="image-green-border">[[File:8.0-Template Management Approval Template Details1.PNG|720px]]</div> | + | <div class="image-green-border">[[File:8.0-Template Management Approval Template Details1.PNG|720px|8.0-Template Management Approval Template Details1.PNG]]</div> |
| | ||
| − | |||
== Rejecting a Template == | == Rejecting a Template == | ||
Latest revision as of 14:25, 14 December 2021
Approving/Rejecting a Template
Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can approve or to reject a Template.
Approving a Template
To approve a Template:
1. Click "View More" on "My Tasks" on the Dashboard. The "User Tasks" page opens displaying a list of tasks pending for your action.
2. Click the eye icon on the far right of the Template that you want to approve and which is listed as "Approval for [template name]". The "Templates" Details page opens.
3. Click "Download" to download the Template and "Edit" to edit the Template on the far right in the title bar.
4. Click "Approve". The "Add Note" drawer opens.
5. Enter your comments if any.
6. Click "Add". The status of the Template changes to "Approved".
Rejecting a Template
1. Click "Reject" on the "Templates" Details page. The "Add Note" drawer opens.
2. Enter your comments if any.
Related Topics: Template Management | Create a Template in ICI Word Add-in | Rule | Agreement Management | Clause Management | Bilingual_Templates
