Step 1. Navigate to Admin (See 1) > Document Approvers (See 2) > Add Internal Approvers (See 3)

Step 2. Complete required fields. 

Step 2.1. Site = Whether it is for the whole group or a particular site

Step 2.2. Document category = whether the template is technical or commercial by nature

Step 2.3. Document template = select from the dropdown list the relevant template

Step 2.4. Users = Select the approver/s

Then click Add Approvers.


Once approver has been set, the approver will receive notification to view and approve the document. It is only upon approval that the document can be shared.