Working with Approval Process Template

Use the Approval and Review process template (APT) page to create or modify the approval process templates.

To create or modify an approval process template:

  1. Select Design > Approval Process > Approval and Review process templates on the navigation bar and click to create an APT. The New Template page is displayed.
  2. Specify information in these sections based on the type of template:
  3. Click Save.