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Add reviewers to approval process

Updated over 3 weeks ago
  1. Go to Process.

  2. On top-right, New process.

  3. On the right menu, go to the Process tab.

  4. Add reviewer.

Note: How to add reviewers in multi-layer
Click the + button to add more layers, or to add an additional reviewer within the same layer. Reviewers in subsequent layers can approve or reject the process only after the previous layer has been completed.

To allow multiple reviewers in the same layer, the administrator must enable this option in the admin settings.

Save the reviewer(s) list as favorite

You can save the reviewer list as Favorites for later use.

1. Go to ProcessProcess New process.
2. On the right menu, go to the Process tab.
3. Add reviewer.
4. Check on Add to Favorites.
5. Add names to favorites and click Save.

If you successfully saved your reviewer(s) list as Favorites, you can quickly load your Favorites for a new approval process. Go to Select reviewers from

Favorites and click names you want to import.

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