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= Approving/Rejecting a Template = | = Approving/Rejecting a Template = | ||
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To approve a Template: | To approve a Template: | ||
| − | 1. C'''lick''' | + | 1. C'''lick''' "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 | + | 2. '''Click '''the eye icon on the far right of the Template that you want to approve and which listed as "Approval for [template name]". The "Templates"''Details page opens. |
| − | <div class="image-green-border"> | + | <div class="image-green-border"> </div> |
3. '''Click'''''<i>Download</i>'''to download the Template and Edit to edit the Template. | 3. '''Click'''''<i>Download</i>'''to download the Template and Edit to edit the Template. | ||
Revision as of 13:51, 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.
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 listed as "Approval for [template name]". The "Templates"Details page opens.
3. ClickDownload'to download the Template and Edit to edit the Template.
4. Click Approve. The Add Note window opens.
5. Enter your comments if any.
6. Click Add. The status of the Template changes to Approved.
Related Topics: Template Management | Create a Template in ICI Word Add-in | Rule | Agreement Management | Clause Management | Bilingual_Templates
